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WisdomTree Artificial Intelligence and Innovation Fund

121 hedge funds and large institutions have $163M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $146M → $163M (+$16.7M)

9.85% more ownership

Funds ownership: 34.27%44.12% (+9.8%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
44
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$102K +$15.2K +512 +17%
AAP
77
Arax Advisory Partners
Colorado
$99.6K -$19.4K -652 -16%
HI
78
Harbour Investments
Wisconsin
$96.7K +$84.7K +2,850 +496%
FFA
79
Farther Finance Advisors
California
$82.6K -$3.09K -104 -4%
WWM
80
Wolff Wiese Magana
California
$77K +$10.1K +339 +14%
AWM
81
AE Wealth Management
Kansas
$75.3K +$13.6K +459 +21%
MCM
82
MAI Capital Management
Ohio
$74K +$46.1K +1,550 +145%
IAIM
83
International Assets Investment Management
Florida
$72K -$1.78K -60 -2%
LFG
84
Larson Financial Group
Missouri
$70.6K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$69K +$58.9K +1,980 +425%
PTC
86
Private Trust Company
Ohio
$63.8K +$19K +640 +39%
AF
87
Allworth Financial
California
$62.3K -$58.4K -1,965 -47%
CFFP
88
Center for Financial Planning
Michigan
$56.6K +$59.6K +2,004 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$56.5K
FFA
90
Frazier Financial Advisors
Ohio
$55.3K +$58.3K +1,960 New
TFG
91
Team Financial Group
California
$47.4K +$50K +1,680 New
SAM
92
Sherman Asset Management
California
$47.3K +$29.2K +982 +142%
FFG
93
Forum Finance Group
$44K +$55.4K +1,864 New
EI
94
EFG International
$42.3K
Wells Fargo
95
Wells Fargo
California
$41.5K -$72.3K -2,430 -62%
Simplex Trading
96
Simplex Trading
Illinois
$40.5K -$10.2K -343 -19%
PWMG
97
Prestige Wealth Management Group
New Jersey
$29.6K
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$28.5K +$5.92K +199 +25%
EWM
99
EPG Wealth Management
Georgia
$28.2K
JFA
100
JNBA Financial Advisors
Minnesota
$28.2K

WTAI Hedge Fund Activity: Q1 2026 in Review

121 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2026, worth a combined $163M — up 11% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTAI positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $11.9M. The largest seller was Flow Traders U.S., cutting an estimated $2.34M.

  • 121 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2026, down from 122 in Q4 2025.
  • Funds reported $163M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2026 was AssetMark Inc, an estimated $11.9M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2026 was Flow Traders U.S., an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.