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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

121 hedge funds and large institutions have $163M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $146M → $163M (+$16.7M)

9.85% more ownership

Funds ownership: 34.27% → 44.12% (+9.8%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 122 → 121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
44
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$11.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.56M
3
KAS
Kestra Advisory Services
Texas
+$3.73M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.36M
5
LPL Financial
LPL Financial
California
+$1.19M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$2.34M
2
OIM
Orca Investment Management
Oregon
-$1.83M
3
CFP
Cascade Financial Partners
California
-$1.11M
4
IA
Insight Advisors
Pennsylvania
-$871K
5
Raymond James Financial
Raymond James Financial
Florida
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$20.2M +$1.19M +39,938 +6%
HWM
2
Horizon Wealth Management
Illinois
$15.5M +$646K +21,742 +4%
AssetMark Inc
3
AssetMark Inc
California
$11.3M +$11.9M +400,217 +381,159%
Ameriprise
4
Ameriprise
Minnesota
$7.96M +$157K +5,295 +2%
KAS
5
Kestra Advisory Services
Texas
$7.93M +$3.73M +125,510 +81%
HP
6
Hancock Prospecting
Australia
$7.75M – – –
ASN
7
Advisory Services Network
Georgia
$7.7M -$468K -15,751 -5%
QA
8
Quattro Advisors
Pennsylvania
$7.13M +$993K +33,402 +15%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.89M +$7.56M +254,203 +7,265%
AWMS
10
Advocacy Wealth Management Services
Georgia
$6.41M +$1.06M +35,553 +19%
Bank of America
11
Bank of America
North Carolina
$4.5M +$203K +6,832 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$3.4M -$650K -21,861 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.34M +$196K +6,597 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.08M +$207K +6,957 +7%
Truist Financial
15
Truist Financial
North Carolina
$2.93M +$88K +2,958 +3%
PFS
16
Prospera Financial Services
Texas
$2.81M -$189K -6,348 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.66M +$19.7K +663 +0.7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.64M -$25.6K -860 -0.9%
PWM
19
Perigon Wealth Management
California
$2.36M – – –
TWM
20
Tradition Wealth Management
Minnesota
$2.03M +$648K +21,801 +44%
AF
21
Advisornet Financial
Minnesota
$2M +$82.5K +2,776 +4%
FTUS
22
Flow Traders U.S.
New York
$1.88M -$2.34M -78,709 -54%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.85M +$1.36M +45,611 +229%
Stifel Financial
24
Stifel Financial
Missouri
$1.84M +$365K +12,279 +23%
PAG
25
Private Advisor Group
New Jersey
$1.53M -$33.7K -1,135 -2%
1
2 3 4 5

WTAI Hedge Fund Activity: Q1 2026 in Review

121 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2026, worth a combined $163M — up 11% from $146M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTAI positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 30 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $11.9M. The largest seller was Flow Traders U.S., cutting an estimated $2.34M.

  • 121 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2026, down from 122 in Q4 2025.
  • Funds reported $163M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2026 was AssetMark Inc, an estimated $11.9M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2026 was Flow Traders U.S., an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2026.