Wisdomtree AI and InnovationWTAIETF
13F holders, Q2 2025 (June 30)95holders +4
14new positions
12sold out
1famous investor
$24.70avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 4 from Q1 2025. 14 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($9.8M), Advisory Services Network, LLC ($7.3M) and Kestra Advisory Services, LLC ($3.4M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.4M |
| Exits | 12 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 297,129 shares bought and 533,417 shares sold, net −236,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| LPL Financial LLC | 0.00% | Add +4.1% | 397,803 | $9.8M |
| Advisory Services Network, LLC | 0.12% | Reduce -4.6% | 286,969 | $7.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.6% | 140,036 | $3.4M |
| Bank of America Corp. | 0.00% | Add +30.6% | 130,937 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.0% | 129,017 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +4.7% | 102,188 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -4.5% | 101,560 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +121.3% | 80,182 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Add +0.9% | 71,214 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 65,142 | $1.6M |
| Orca Investment Management, LLC | 1.42% | Reduce -10.8% | 64,113 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +383.6% | 62,565 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 55,741 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +24.9% | 54,152 | $1.3M |
| Waddell & Associates, LLC | 0.14% | Reduce -0.8% | 53,221 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -7.1% | 45,957 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 43,217 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +11.8% | 42,994 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 42,754 | $1.1M |
| Nwam LLC | 0.06% | Add +6.7% | 39,402 | $1.0M |
| Cascade Financial Partners, LLC | 0.11% | Add +5.8% | 38,018 | $934K |
| Insight Advisors, LLC/ PA | 0.12% | Add +8.5% | 29,623 | $728K |
| Bison Wealth, LLC | 0.05% | Reduce -1.8% | 27,477 | $675K |
| Watts Gwilliam & Co., LLC | 0.10% | New | 21,396 | $613K |
| Creative Financial Designs Inc. | 0.04% | Add +79.5% | 23,594 | $579K |
| MML Investors Services, LLC | 0.00% | Add +17.1% | 22,151 | $544K |
| Integrated Advisors Network LLC | 0.02% | Add +7.6% | 21,571 | $530K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 21,550 | $529K |
| D. E. Shaw & Co. | 0.00% | No change | 19,222 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 18,255 | $448K |
| Creative Planning | 0.00% | Add +6.4% | 18,208 | $447K |
| GWN Securities Inc. | 0.08% | Reduce -87.9% | 17,238 | $423K |
| Fox Hill Wealth Management | 0.20% | Reduce -0.9% | 15,895 | $390K |
| Sweeney & Michel, LLC | 0.14% | Add +1.3% | 15,796 | $385K |
| Integrity Alliance, Llc. | 0.02% | Reduce -57.1% | 15,208 | $374K |
| Waldron Private Wealth LLC | 0.02% | Add +38.0% | 15,175 | $373K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.3% | 14,806 | $364K |
| Focus Partners Wealth | 0.00% | Reduce -2.8% | 14,761 | $363K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 13,188 | $324K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 12,934 | $318K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.9% | 12,668 | $311K |
| Cary Street Partners Financial LLC | 0.01% | New | 12,489 | $307K |
| Belpointe Asset Management LLC | 0.01% | Add +1.3% | 12,433 | $305K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.1% | 12,085 | $297K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 11,685 | $287K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -2.4% | 10,356 | $254K |
| Valmark Advisers, Inc. | 0.00% | New | 10,336 | $254K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.1% | 9,683 | $238K |
| Key Financial Inc | 0.05% | No change | 9,459 | $232K |
| Lido Advisors, LLC | 0.00% | New | 9,358 | $230K |
| Western Wealth Management, LLC | 0.01% | New | 9,202 | $226K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,125 | $224K |
| Sherman Asset Management, Inc. | 0.20% | Add +0.5% | 9,116 | $224K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,980 | $221K |
| Provident Wealth Management, LLC | 0.07% | New | 8,641 | $212K |
| Smartleaf Asset Management LLC | 0.02% | Add +9.2% | 7,110 | $173K |
| UBS Group AG | 0.00% | Add +18.9% | 6,229 | $153K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -37.8% | 5,590 | $137K |
| Morgan Stanley | 0.00% | Add +289.1% | 5,187 | $127K |
| Allworth Financial LP | 0.00% | No change | 4,089 | $100K |
| Barclays PLC | 0.00% | No change | 4,000 | $98K |
| AllSquare Wealth Management LLC | 0.05% | No change | 3,823 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 2,984 | $73K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $61K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,000 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $49K |
| Arax Advisory Partners | 0.00% | Add +33.0% | 1,900 | $47K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,800 | $44K |
| AE Wealth Management LLC | 0.00% | No change | 1,778 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,555 | $38K |
| MAI Capital Management | 0.00% | No change | 1,071 | $26K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,050 | $26K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $25K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $25K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 810 | $20K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 625 | $15K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +0.2% | 602 | $15K |
| Centerpoint Advisors, LLC | 0.00% | No change | 575 | $14K |
| MCF Advisors LLC | 0.00% | No change | 400 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 315 | $8K |
| Park Square Financial Group, LLC | 0.01% | No change | 300 | $7K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -94.2% | 270 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 270 | $7K |
| Evolution Wealth Management Inc. | 0.01% | — | 239 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 190 | $5K |
| Cwm, LLC | 0.00% | No change | 177 | $4K |
| Private Trust Co. NA | 0.00% | New | 145 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 136 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 122 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 112 | $3K |
| Assetmark, Inc. | 0.00% | New | 105 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 63 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 30 | $740 |
| FMR LLC | 0.00% | Reduce -88.8% | 20 | $491 |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.