Wisdomtree AI and InnovationWTAIETF
13F holders, Q3 2025 (September 30)106holders +11
21new positions
9sold out
1famous investor
$28.55avg. 13F price*
At the end of Q3 2025, 106 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 11 from Q2 2025. 21 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($14.6M), Advisory Services Network, LLC ($8.3M) and Hancock Prospecting Pty Ltd ($7.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.2M |
| Exits | 9 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,185,034 shares bought and 150,405 shares sold, net +1,034,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| LPL Financial LLC | 0.00% | Add +28.5% | 511,042 | $14.6M |
| Advisory Services Network, LLC | 0.12% | Add +0.7% | 288,984 | $8.3M |
| Hancock Prospecting Pty Ltd | 0.26% | New | 274,505 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +302.4% | 251,731 | $7.2M |
| Advocacy Wealth Management, LLC | 0.25% | New | 198,435 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.2% | 151,563 | $4.3M |
| Bank of America Corp. | 0.00% | Add +8.8% | 142,437 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.4% | 116,869 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +160.8% | 112,126 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +1.5% | 103,698 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 96,301 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +44.6% | 94,227 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +9.8% | 88,001 | $2.4M |
| Perigon Wealth Management, LLC | 0.05% | Add +81.7% | 83,513 | $2.4M |
| AdvisorNet Financial, Inc | 0.12% | Add +0.6% | 71,609 | $2.0M |
| Orca Investment Management, LLC | 1.49% | Reduce -0.9% | 63,560 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 54,076 | $1.5M |
| Waddell & Associates, LLC | 0.13% | No change | 53,221 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +19.2% | 51,517 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.1% | 42,864 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +77.2% | 41,817 | $1.2M |
| Cascade Financial Partners, LLC | 0.12% | Reduce -0.5% | 37,818 | $1.1M |
| Tradition Wealth Management, LLC | 0.07% | New | 33,493 | $957K |
| Cetera Investment Advisers | 0.00% | Add +50.9% | 32,521 | $929K |
| Nwam LLC | 0.05% | Reduce -28.2% | 28,294 | $856K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -0.3% | 29,532 | $843K |
| Integrated Advisors Network LLC | 0.03% | Add +26.0% | 27,182 | $776K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -44.7% | 23,631 | $675K |
| Flow Traders U.S. LLC | 0.03% | New | 22,662 | $647K |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 22,050 | $630K |
| Watts Gwilliam & Co., LLC | 0.10% | No change | 21,396 | $611K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +41.0% | 20,874 | $596K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +52.7% | 19,750 | $564K |
| Creative Planning | 0.00% | Add +8.3% | 19,717 | $563K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 19,670 | $562K |
| D. E. Shaw & Co. | 0.00% | Reduce -9.8% | 17,342 | $496K |
| Sweeney & Michel, LLC | 0.15% | No change | 15,796 | $458K |
| Fox Hill Wealth Management | 0.21% | Reduce -2.1% | 15,557 | $444K |
| Integrity Alliance, Llc. | 0.02% | Add +0.1% | 15,217 | $435K |
| Waldron Private Wealth LLC | 0.02% | No change | 15,175 | $433K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.4% | 14,666 | $419K |
| Valmark Advisers, Inc. | 0.01% | Add +32.3% | 13,672 | $390K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 13,188 | $377K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 12,168 | $348K |
| Belpointe Asset Management LLC | 0.01% | Reduce -4.5% | 11,876 | $339K |
| Compound Planning, Inc. | 0.01% | New | 11,700 | $334K |
| Independent Financial Group, LLC | 0.01% | Add +15.5% | 11,187 | $320K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.7% | 11,034 | $315K |
| WMG Financial Advisors, LLC | 0.10% | New | 10,950 | $313K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 9,854 | $281K |
| Key Financial Inc | 0.05% | No change | 9,459 | $275K |
| Evanson Asset Management, LLC | 0.02% | New | 9,565 | $273K |
| Cerity Partners LLC | 0.00% | New | 9,438 | $270K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,125 | $261K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,980 | $256K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.1% | 8,917 | $255K |
| GWN Securities Inc. | 0.06% | Reduce -50.5% | 8,524 | $244K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 8,021 | $243K |
| Provident Wealth Management, LLC | 0.07% | Reduce -2.2% | 8,453 | $241K |
| W.H. Cornerstone Investments Inc. | 0.14% | New | 8,234 | $235K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 7,773 | $222K |
| Atria Investments, Inc | 0.00% | New | 7,767 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,524 | $215K |
| HighTower Advisors, LLC | 0.00% | New | 7,417 | $212K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.4% | 7,010 | $201K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +21.5% | 6,790 | $194K |
| First Command Advisory Services, Inc. | 0.00% | Add +196.1% | 5,921 | $169K |
| Morgan Stanley | 0.00% | Add +5.8% | 5,487 | $157K |
| Sherman Asset Management, Inc. | 0.12% | Reduce -45.6% | 4,963 | $142K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,590 | $131K |
| Allworth Financial LP | 0.00% | Add +2.7% | 4,199 | $120K |
| AllSquare Wealth Management LLC | 0.06% | Add +5.2% | 4,023 | $115K |
| Barclays PLC | 0.00% | No change | 4,000 | $114K |
| Simplex Trading, LLC | 0.00% | New | 3,105 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,984 | $85K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $57K |
| Wolff Wiese Magana LLC | 0.03% | Add +1527.0% | 1,985 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,824 | $52K |
| AE Wealth Management LLC | 0.00% | No change | 1,778 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,555 | $44K |
| MAI Capital Management | 0.00% | No change | 1,071 | $31K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,050 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $29K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $29K |
| Global Retirement Partners, LLC | 0.00% | Add +520.6% | 844 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 810 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 769 | $22K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 625 | $18K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 602 | $17K |
| FMR LLC | 0.00% | Add +2740.0% | 568 | $16K |
| Centerpoint Advisors, LLC | 0.01% | No change | 575 | $16K |
| MCF Advisors LLC | 0.00% | No change | 400 | $11K |
| Evolution Wealth Management Inc. | 0.01% | Add +32.6% | 317 | $9K |
| Wiser Advisor Group LLC | 0.01% | New | 310 | $9K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -53.7% | 125 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 190 | $5K |
| Cwm, LLC | 0.00% | No change | 177 | $5K |
| Private Trust Co. NA | 0.00% | No change | 145 | $4K |
| Royal Bank of Canada | 0.00% | New | 100 | $3K |
| Assetmark, Inc. | 0.00% | No change | 105 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 63 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 30 | $860 |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.4% | 24 | $686 |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.