We are live on ! Find out more
WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

91 hedge funds and large institutions have $54.9M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,275% more call options, than puts

Call options by funds: $95K | Put options by funds: $4K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding

Funds holding: 9191 (0)

4.49% less ownership

Funds ownership: 36.9%32.41% (-4.5%)

27% less capital invested

Capital invested by funds: $74.8M → $54.9M (-$19.8M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.26M +$560K +25,430 +7%
ASN
2
Advisory Services Network
Georgia
$5.72M -$132K -6,008 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$3.27M -$2.98M -135,088 -44%
GS
4
GWN Securities
Florida
$3.17M +$2.95M +133,736 +1,568%
KAS
5
Kestra Advisory Services
Texas
$2.82M -$4.83K -219 -0.1%
Jane Street
6
Jane Street
New York
$2.22M +$2.58M +116,949 New
Truist Financial
7
Truist Financial
North Carolina
$2.02M +$70.8K +3,212 +3%
Bank of America
8
Bank of America
North Carolina
$1.9M +$476K +21,588 +27%
PFS
9
Prospera Financial Services
Texas
$1.85M -$35.1K -1,592 -2%
FTUS
10
Flow Traders U.S.
New York
$1.39M +$1.61M +73,114 New
OIM
11
Orca Investment Management
Oregon
$1.37M -$15.4K -700 -1%
AF
12
Advisornet Financial
Minnesota
$1.34M -$26.7K -1,210 -2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.19M +$219K +9,923 +19%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.18M +$436K +19,794 +47%
WA
15
Waddell & Associates
Tennessee
$1.02M +$10.4K +470 +0.9%
PWM
16
Perigon Wealth Management
California
$940K -$2.2K -100 -0.2%
Citadel Advisors
17
Citadel Advisors
Florida
$878K +$1.02M +46,215 New
Stifel Financial
18
Stifel Financial
Missouri
$842K +$41.8K +1,895 +4%
PAG
19
Private Advisor Group
New Jersey
$824K -$121K -5,493 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$816K +$75K +3,404 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$730K -$1.75M -79,575 -67%
NL
22
NWAM LLC
Washington
$702K -$249K -11,295 -23%
Osaic Holdings
23
Osaic Holdings
Arizona
$688K +$407K +18,454 +104%
CFP
24
Cascade Financial Partners
California
$683K -$384K -17,428 -33%
IA
25
Integrity Alliance
Iowa
$674K +$782K +35,492 New

WTAI Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2025, worth a combined $54.9M — down 27% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WTAI positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was GWN Securities, adding an estimated $2.95M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $17.3M sold.

  • 91 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $54.9M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2025 was GWN Securities, an estimated $2.95M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.