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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
KFG
101
Kingdom Financial Group
Arizona
$25.8K
LAS
102
Lloyd Advisory Services
Georgia
$25.8K +$27.1K +913 New
PWA
103
Provenance Wealth Advisors
Florida
$21.7K
FC
104
Financial Consulate
Maryland
$19K +$20K +672 New
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$18.4K
CFP
106
Comprehensive Financial Planning
Pennsylvania
$17.3K
MA
107
MCF Advisors
Kentucky
$16.5K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$16.2K +$89 +3 +0.5%
CA
109
Centerpoint Advisors
Massachusetts
$16K
NA
110
NewEdge Advisors
Louisiana
$14.8K
GWP
111
Gen-Wealth Partners
Michigan
$11.8K
GSWM
112
Golden State Wealth Management
California
$11.5K
ACA
113
Aptus Capital Advisors
Alabama
$9.91K +$4.73K +159 +83%
FFA
114
Founders Financial Alliance
North Carolina
$9.03K
EWM
115
Evolution Wealth Management
Florida
$8.95K
WAG
116
Wiser Advisor Group
Arizona
$8.81K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4.62K
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.22K +$3.39K +114 New
MMCM
119
Murphy & Mullick Capital Management
New York
$1.78K
AUB
120
Atlantic Union Bankshares
Virginia
$1.44K +$1.52K +51 New
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$734 +$773 +26 New
OIM
122
Orca Investment Management
Oregon
-$1.83M -62,796 Closed
CFP
123
Cascade Financial Partners
California
-$1.11M -37,983 Closed
IA
124
Insight Advisors
Pennsylvania
-$871K -29,900 Closed
HG
125
Herbst Group
Connecticut
-$645K -22,148 Closed

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.