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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
122
Holders Change
+16
Holders Change %
+15.09%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
52
Reduced
23
Closed
7
Calls
$373K
Puts
–
Net Calls
+$373K
Net Calls Change
+$56K

Top Buyers

1
HWM
Horizon Wealth Management
Illinois
+$15.8M
2
LPL Financial
LPL Financial
California
+$4.87M
3
FTUS
Flow Traders U.S.
New York
+$3.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.05M
5
Raymond James Financial
Raymond James Financial
Florida
+$756K

Top Sellers

1
AFG
Atomi Financial Group
New York
-$334K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$293K
3
SWM
SeaCrest Wealth Management
New York
-$243K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$215K
5
AWMS
Advocacy Wealth Management Services
Georgia
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$4.87M +163,131 +32%
HWM
2
Horizon Wealth Management
Illinois
$15.4M +$15.8M +528,351 New
ASN
3
Advisory Services Network
Georgia
$8.4M -$17.7K -594 -0.2%
Ameriprise
4
Ameriprise
Minnesota
$8.06M +$747K +25,014 +10%
HP
5
Hancock Prospecting
Australia
$8M – – –
QA
6
Quattro Advisors
Pennsylvania
$6.38M +$6.55M +219,096 New
AWMS
7
Advocacy Wealth Management Services
Georgia
$5.58M -$206K -6,909 -3%
KAS
8
Kestra Advisory Services
Texas
$4.53M +$117K +3,929 +3%
Bank of America
9
Bank of America
North Carolina
$4.45M +$304K +10,164 +7%
FTUS
10
Flow Traders U.S.
New York
$4.23M +$3.66M +122,470 +540%
Raymond James Financial
11
Raymond James Financial
Florida
$4.14M +$756K +25,308 +22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.25M +$2.05M +68,754 +160%
PFS
13
Prospera Financial Services
Texas
$3.08M +$62.6K +2,094 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.98M -$293K -9,811 -9%
Truist Financial
15
Truist Financial
North Carolina
$2.94M +$136K +4,554 +5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.75M +$4.39K +147 +0.2%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.72M +$161K +5,405 +6%
PWM
18
Perigon Wealth Management
California
$2.43M -$1.14K -38 -0%
AF
19
Advisornet Financial
Minnesota
$1.98M -$106K -3,544 -5%
OIM
20
Orca Investment Management
Oregon
$1.83M -$22.8K -764 -1%
PAG
21
Private Advisor Group
New Jersey
$1.62M +$40.4K +1,353 +3%
WA
22
Waddell & Associates
Tennessee
$1.55M – – –
Stifel Financial
23
Stifel Financial
Missouri
$1.54M +$36.4K +1,220 +2%
TWM
24
Tradition Wealth Management
Minnesota
$1.46M +$496K +16,588 +50%
CFD
25
Creative Financial Designs
Indiana
$1.3M +$82.3K +2,754 +7%
1
2 3 4 5

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.