WisdomTree Artificial Intelligence and Innovation Fund
WTAI
95 hedge funds and large institutions have $64.8M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
18% more capital invested
Capital invested by funds: $54.9M → $64.8M (+$9.88M)
4% more funds holding
Funds holding: 91 → 95 (+4)
1.91% less ownership
Funds ownership: 32.41% → 30.51% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$925K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$646K |
| 4 |
WGC
Watts Gwilliam & Co
Gilbert,
Arizona
|
+$450K |
| 5 |
LPL Financial
San Diego,
California
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
-$2.63M |
| 2 |
Jane Street
New York
|
-$2.22M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.39M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$903K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$878K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
101
United Capital Financial Advisors
Irving,
Texas
| – | -$215K | -11,300 | Closed |
|
|
WAAG
102
Wealth Alliance Advisory Group
Wichita,
Kansas
| – | -$208K | -10,942 | Closed |
|
|
AF
103
Apexium Financial
Dallas,
Texas
| – | -$203K | -10,666 | Closed |
|
|
CCM
104
Coldstream Capital Management
Bellevue,
Washington
| – | -$36.9K | -1,940 | Closed |
|
|
HIA
105
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$24K | -1,262 | Closed |
|
106
Wells Fargo
San Francisco,
California
| – | -$16.1K | -847 | Closed |
|
|
WAG
107
Wiser Advisor Group
Phoenix,
Arizona
| – | -$5.89K | -310 | Closed |
|
108
JP Morgan Chase
New York
| – | -$342 | -18 | Closed |
|
WTAI Hedge Fund Activity: Q2 2025 in Review
95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q2 2025, worth a combined $64.8M — up 18% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WTAI positions and 12 closed out — a net gain of 4 holders — while 29 added to existing stakes and 24 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.04M. The largest seller was GWN Securities, cutting an estimated $2.63M.
- 95 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q2 2025, up from 91 in Q1 2025.
- Funds reported $64.8M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q2 2025, up 18% quarter-over-quarter.
- 16 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q2 2025 was Ameriprise, an estimated $1.04M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q2 2025 was GWN Securities, an estimated $2.63M sold.
Based on aggregated 13F filings for Q2 2025.