Wisdomtree AI and InnovationWTAIETF
13F holders, Q1 2025 (March 31)91holders
13new positions
11sold out
2famous investors
$19.15avg. 13F price*
At the end of Q1 2025, 91 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, unchanged from Q4 2024. 13 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($7.3M), Advisory Services Network, LLC ($5.7M) and Raymond James Financial Inc. ($3.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree AI and Innovation
- CUSIP
- 97717Y543
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.7M |
| Exits | 11 | $18.1M |
All 13F filers, Q4 2024 → Q1 2025: 630,475 shares bought and 1,091,279 shares sold, net −460,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| LPL Financial LLC | 0.00% | Add +7.1% | 382,133 | $7.3M |
| Advisory Services Network, LLC | 0.11% | Reduce -2.0% | 300,874 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -44.0% | 171,962 | $3.3M |
| GWN Securities Inc. | 0.18% | Add +1568.4% | 142,263 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 148,413 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 116,949 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +3.1% | 106,376 | $2.0M |
| Bank of America Corp. | 0.00% | Add +27.4% | 100,248 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.6% | 97,599 | $1.9M |
| Flow Traders U.S. LLC | 0.06% | New | 73,114 | $1.4M |
| Orca Investment Management, LLC | 1.36% | Reduce -1.0% | 71,845 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -1.7% | 70,553 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.8% | 62,653 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.6% | 62,281 | $1.2M |
| Waddell & Associates, LLC | 0.12% | Add +0.9% | 53,641 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.2% | 49,458 | $940K |
| Citadel Advisors | 0.00% | New | 46,215 | $878K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 44,328 | $842K |
| Private Advisor Group, LLC | 0.01% | Reduce -11.3% | 43,345 | $824K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 42,959 | $816K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.4% | 38,439 | $730K |
| Nwam LLC | 0.06% | Reduce -23.4% | 36,931 | $702K |
| Osaic Holdings, Inc. | 0.00% | Add +103.8% | 36,232 | $688K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -32.7% | 35,942 | $683K |
| Integrity Alliance, Llc. | 0.03% | New | 35,492 | $674K |
| Bison Wealth, LLC | 0.05% | Reduce -4.9% | 27,982 | $532K |
| Insight Advisors, LLC/ PA | 0.09% | Add +9.3% | 27,296 | $519K |
| Cetera Investment Advisers | 0.00% | Add +37.4% | 20,851 | $396K |
| Integrated Advisors Network LLC | 0.02% | New | 20,040 | $381K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.9% | 19,290 | $367K |
| D. E. Shaw & Co. | 0.00% | No change | 19,222 | $365K |
| MML Investors Services, LLC | 0.00% | Add +4.2% | 18,920 | $359K |
| Creative Planning | 0.00% | Add +1.4% | 17,109 | $325K |
| Fox Hill Wealth Management | 0.18% | Reduce -2.4% | 16,043 | $305K |
| Focus Partners Wealth | 0.00% | New | 15,192 | $289K |
| Sweeney & Michel, LLC | 0.11% | — | 15,596 | $259K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.9% | 13,294 | $253K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 13,188 | $251K |
| Creative Financial Designs Inc. | 0.02% | Add +885.9% | 13,142 | $250K |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 12,938 | $246K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -3.4% | 12,773 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +26.5% | 12,306 | $234K |
| Belpointe Asset Management LLC | 0.01% | New | 12,275 | $233K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,300 | $215K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,024 | $209K |
| Waldron Private Wealth LLC | 0.01% | New | 11,000 | $209K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 10,942 | $208K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 10,839 | $206K |
| Apexium Financial, LP | 0.01% | No change | 10,666 | $203K |
| Transcend Capital Advisors, LLC | 0.01% | Reduce -1.1% | 10,606 | $202K |
| Independent Financial Group, LLC | 0.01% | New | 10,201 | $194K |
| Key Financial Inc | 0.04% | No change | 9,459 | $180K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.7% | 9,125 | $173K |
| Sherman Asset Management, Inc. | 0.16% | Add +0.4% | 9,075 | $172K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -6.1% | 8,990 | $171K |
| Smartleaf Asset Management LLC | 0.01% | Add +4.0% | 6,511 | $126K |
| UBS Group AG | 0.00% | Add +249.2% | 5,241 | $100K |
| Accredited Wealth Management, LLC | 0.07% | Reduce -22.0% | 4,636 | $88K |
| Allworth Financial LP | 0.00% | Add +23.2% | 4,089 | $79K |
| Barclays PLC | 0.00% | No change | 4,000 | $76K |
| AllSquare Wealth Management LLC | 0.04% | Add +12.8% | 3,823 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +583.3% | 3,184 | $60K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $48K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,000 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $38K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,940 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +3172.7% | 1,800 | $35K |
| AE Wealth Management LLC | 0.00% | No change | 1,778 | $34K |
| Arax Advisory Partners | 0.00% | No change | 1,428 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.0% | 1,555 | $26K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,333 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -22.1% | 1,262 | $24K |
| MAI Capital Management | 0.00% | No change | 1,071 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,050 | $20K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $19K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $19K |
| Wells Fargo & Company | 0.00% | New | 847 | $16K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -73.9% | 625 | $12K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -45.6% | 601 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 575 | $11K |
| MCF Advisors LLC | 0.00% | No change | 400 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 315 | $6K |
| Wiser Advisor Group LLC | 0.01% | No change | 310 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 300 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 270 | $5K |
| FMR LLC | 0.00% | Add +235.8% | 178 | $3K |
| Cwm, LLC | 0.00% | No change | 177 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 122 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 63 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.3% | 18 | $342 |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.