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WisdomTree Artificial Intelligence and Innovation Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 9195 (+4)

1.91% less ownership

Funds ownership: 32.41%30.51% (-1.9%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
24
Closed
12
Calls
$241K
Puts
Net Calls
+$241K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.77M +$330K +15,670 +4%
ASN
2
Advisory Services Network
Georgia
$7.31M -$293K -13,905 -5%
KAS
3
Kestra Advisory Services
Texas
$3.44M -$176K -8,377 -6%
Bank of America
4
Bank of America
North Carolina
$3.22M +$646K +30,689 +31%
Raymond James Financial
5
Raymond James Financial
Florida
$3.17M -$903K -42,945 -25%
PFS
6
Prospera Financial Services
Texas
$2.51M +$96.5K +4,589 +5%
Truist Financial
7
Truist Financial
North Carolina
$2.49M -$101K -4,816 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.97M +$925K +43,950 +121%
AF
9
Advisornet Financial
Minnesota
$1.75M +$13.9K +661 +0.9%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.6M +$52.4K +2,489 +4%
OIM
11
Orca Investment Management
Oregon
$1.57M -$163K -7,732 -11%
Ameriprise
12
Ameriprise
Minnesota
$1.54M +$1.04M +49,627 +384%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.37M -$138K -6,540 -11%
PAG
14
Private Advisor Group
New Jersey
$1.33M +$227K +10,807 +25%
WA
15
Waddell & Associates
Tennessee
$1.31M -$8.84K -420 -0.8%
PWM
16
Perigon Wealth Management
California
$1.13M -$73.7K -3,501 -7%
Stifel Financial
17
Stifel Financial
Missouri
$1.06M -$23.4K -1,111 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.06M +$95.8K +4,555 +12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.05M -$4.31K -205 -0.5%
NL
20
NWAM LLC
Washington
$1M +$52K +2,471 +7%
CFP
21
Cascade Financial Partners
California
$934K +$43.7K +2,076 +6%
IA
22
Insight Advisors
Pennsylvania
$728K +$49K +2,327 +9%
AA
23
Armis Advisers
Georgia
$675K -$10.6K -505 -2%
WGC
24
Watts Gwilliam & Co
Arizona
$613K +$450K +21,396 New
CFD
25
Creative Financial Designs
Indiana
$579K +$220K +10,452 +80%

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.