WisdomTree Artificial Intelligence and Innovation Fund
WTAI
122 hedge funds and large institutions have $146M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
126% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 23
40% more capital invested
Capital invested by funds: $104M → $146M (+$41.8M)
15% more funds holding
Funds holding: 106 → 122 (+16)
2.43% more ownership
Funds ownership: 31.84% → 34.27% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$15.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.87M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$3.66M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.05M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
-$334K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$293K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$243K |
| 4 |
D.E. Shaw & Co
New York
|
-$215K |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WANY
126
Wealthspire Advisors (New York)
New York
| – | -$131K | -4,590 | Closed |
|
127
Barclays
London,
United Kingdom
| – | -$114K | -4,000 | Closed |
|
128
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.85K | -100 | Closed |
|
129
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -100 | Closed |
|
|
AAS
130
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$860 | -30 | Closed |
|
WTAI Hedge Fund Activity: Q4 2025 in Review
122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q4 2025, worth a combined $146M — up 40% from $104M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WTAI positions and 7 closed out — a net gain of 19 holders — while 52 added to existing stakes and 23 trimmed.
The largest buyer was Horizon Wealth Management, opening a new position worth an estimated $15.8M. The largest seller was Atomi Financial Group, exiting entirely with an estimated $334K sold.
- 122 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q4 2025, up from 106 in Q3 2025.
- Funds reported $146M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q4 2025, up 40% quarter-over-quarter.
- 26 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q4 2025 and 7 closed out, a net change of +19 holders.
- The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q4 2025 was Horizon Wealth Management, an estimated $15.8M added.
- The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q4 2025 was Atomi Financial Group, an estimated $334K sold.
Based on aggregated 13F filings for Q4 2025.