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WisdomTree Artificial Intelligence and Innovation Fund

106 hedge funds and large institutions have $104M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

61% more capital invested

Capital invested by funds: $64.8M → $104M (+$39.3M)

12% more funds holding

Funds holding: 95106 (+11)

1.33% more ownership

Funds ownership: 30.51%31.84% (+1.3%)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
34
Reduced
21
Closed
9
Calls
$317K
Puts
Net Calls
+$317K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.6M +$2.95M +113,239 +28%
ASN
2
Advisory Services Network
Georgia
$8.25M +$52.5K +2,015 +0.7%
HP
3
Hancock Prospecting
Australia
$7.85M +$7.15M +274,505 New
Ameriprise
4
Ameriprise
Minnesota
$7.18M +$4.93M +189,166 +302%
AWMS
5
Advocacy Wealth Management Services
Georgia
$5.67M +$5.17M +198,435 New
KAS
6
Kestra Advisory Services
Texas
$4.33M +$300K +11,527 +8%
Bank of America
7
Bank of America
North Carolina
$4.07M +$299K +11,500 +9%
Raymond James Financial
8
Raymond James Financial
Florida
$3.34M -$316K -12,148 -9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.2M +$1.8M +69,132 +161%
PFS
10
Prospera Financial Services
Texas
$2.96M +$39.3K +1,510 +1%
Truist Financial
11
Truist Financial
North Carolina
$2.75M -$137K -5,259 -5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.69M +$757K +29,085 +45%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.39M +$204K +7,819 +10%
PWM
14
Perigon Wealth Management
California
$2.39M +$978K +37,556 +82%
AF
15
Advisornet Financial
Minnesota
$2.05M +$10.3K +395 +0.6%
OIM
16
Orca Investment Management
Oregon
$1.82M -$14.4K -553 -0.9%
PAG
17
Private Advisor Group
New Jersey
$1.54M -$1.98K -76 -0.1%
WA
18
Waddell & Associates
Tennessee
$1.52M
Stifel Financial
19
Stifel Financial
Missouri
$1.47M +$216K +8,300 +19%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.22M -$335K -12,877 -23%
CFD
21
Creative Financial Designs
Indiana
$1.19M +$474K +18,223 +77%
CFP
22
Cascade Financial Partners
California
$1.08M -$5.21K -200 -0.5%
TWM
23
Tradition Wealth Management
Minnesota
$957K +$872K +33,493 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$929K +$286K +10,971 +51%
NL
25
NWAM LLC
Washington
$856K -$289K -11,108 -28%

WTAI Hedge Fund Activity: Q3 2025 in Review

106 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q3 2025, worth a combined $104M — up 61% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WTAI positions and 9 closed out — a net gain of 12 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Hancock Prospecting, opening a new position worth an estimated $7.15M. The largest seller was Armis Advisers, exiting entirely with an estimated $675K sold.

  • 106 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $104M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q3 2025, up 61% quarter-over-quarter.
  • 21 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q3 2025 and 9 closed out, a net change of +12 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q3 2025 was Hancock Prospecting, an estimated $7.15M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q3 2025 was Armis Advisers, an estimated $675K sold.

Based on aggregated 13F filings for Q3 2025.