Wisdomtree AI and InnovationWTAIETF
13F holders, Q4 2025 (December 31)122holders +16
21new positions
7sold out
1famous investor
$29.15avg. 13F price*
At the end of Q4 2025, 122 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 16 from Q3 2025. 21 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($19.6M), Horizon Wealth Management, LLC ($15.4M) and Advisory Services Network, LLC ($8.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $20.0M |
| Exits | 7 | $829K |
All 13F filers, Q3 2025 → Q4 2025: 1,187,804 shares bought and 75,761 shares sold, net +1,112,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| LPL Financial LLC | 0.01% | Add +31.9% | 674,173 | $19.6M |
| Horizon Wealth Management, LLC | 2.39% | New | 528,351 | $15.4M |
| Advisory Services Network, LLC | 0.12% | Reduce -0.2% | 288,390 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 276,745 | $8.1M |
| Hancock Prospecting Pty Ltd | 0.25% | No change | 274,505 | $8.0M |
| Quattro Advisors LLC | 5.10% | — | 219,096 | $6.4M |
| Advocacy Wealth Management, LLC | 0.23% | Reduce -3.5% | 191,526 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.6% | 155,492 | $4.5M |
| Bank of America Corp. | 0.00% | Add +7.1% | 152,601 | $4.4M |
| Flow Traders U.S. LLC | 0.14% | Add +540.4% | 145,132 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +21.7% | 142,177 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +160.4% | 111,618 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Add +2.0% | 105,792 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.8% | 102,315 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +4.7% | 100,855 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 94,374 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 93,406 | $2.7M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.1% | 83,475 | $2.4M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -5.0% | 68,065 | $2.0M |
| Orca Investment Management, LLC | 1.44% | Reduce -1.2% | 62,796 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +2.5% | 55,429 | $1.6M |
| Waddell & Associates, LLC | 0.10% | No change | 53,221 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 52,737 | $1.5M |
| Tradition Wealth Management, LLC | 0.10% | Add +49.5% | 50,081 | $1.5M |
| Creative Financial Designs Inc. | 0.08% | Add +6.6% | 44,571 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +18.8% | 38,642 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Add +0.4% | 37,983 | $1.1M |
| Breachway Investments LLC | 1.07% | — | 34,781 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +18.5% | 32,204 | $938K |
| Insight Advisors, LLC/ PA | 0.13% | Add +1.3% | 29,900 | $871K |
| Nwam LLC | 0.04% | Reduce -7.8% | 26,090 | $796K |
| MML Investors Services, LLC | 0.00% | Add +23.5% | 27,230 | $793K |
| Creative Planning | 0.00% | Add +17.4% | 23,152 | $675K |
| Bison Wealth, LLC | 0.07% | New | 22,863 | $659K |
| Herbst Group, LLC | 0.38% | New | 22,148 | $645K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 21,964 | $640K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.8% | 21,242 | $619K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 19,945 | $581K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.8% | 19,907 | $580K |
| WMG Financial Advisors, LLC | 0.23% | Add +74.9% | 19,150 | $558K |
| Focus Partners Wealth | 0.00% | New | 18,583 | $542K |
| Sweeney & Michel, LLC | 0.14% | Add +2.2% | 16,141 | $490K |
| Valmark Advisers, Inc. | 0.01% | Add +18.6% | 16,209 | $472K |
| Waldron Private Wealth LLC | 0.02% | Add +2.9% | 15,621 | $455K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.8% | 15,374 | $448K |
| Integrity Alliance, Llc. | 0.02% | Reduce -0.4% | 15,154 | $442K |
| Fox Hill Wealth Management | 0.20% | Reduce -5.8% | 14,648 | $427K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.3% | 14,155 | $412K |
| GTS Securities LLC | 0.01% | New | 13,864 | $404K |
| Mariner, LLC | 0.00% | New | 13,744 | $401K |
| Money Concepts Capital Corp. | 0.02% | New | 13,544 | $395K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -1.3% | 13,020 | $379K |
| Belpointe Asset Management LLC | 0.01% | Add +4.0% | 12,348 | $360K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 11,302 | $329K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.7% | 11,219 | $327K |
| Western Wealth Management, LLC | 0.01% | Add +23.1% | 10,980 | $320K |
| COFG Advisors, LLC | 0.08% | — | 10,519 | $307K |
| Gateway Wealth Partners, LLC | 0.03% | New | 10,246 | $299K |
| D. E. Shaw & Co. | 0.00% | Reduce -41.4% | 10,161 | $296K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,854 | $287K |
| Evanson Asset Management, LLC | 0.01% | No change | 9,565 | $279K |
| Key Financial Inc | 0.05% | No change | 9,459 | $276K |
| HighTower Advisors, LLC | 0.00% | Add +23.3% | 9,143 | $266K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,125 | $266K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,980 | $262K |
| HighPoint Advisor Group LLC | 0.01% | New | 8,651 | $252K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +1.8% | 8,381 | $244K |
| Kovack Advisors, Inc. | 0.01% | New | 8,079 | $235K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +3.1% | 8,015 | $234K |
| Cerity Partners LLC | 0.00% | Reduce -15.9% | 7,934 | $231K |
| Atria Investments, Inc | 0.00% | Add +0.0% | 7,769 | $226K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.5% | 7,634 | $222K |
| Provident Wealth Management, LLC | 0.07% | Reduce -10.7% | 7,553 | $220K |
| GWN Securities Inc. | 0.04% | Reduce -19.4% | 6,872 | $200K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -1.3% | 6,701 | $195K |
| Morgan Stanley | 0.00% | Add +21.7% | 6,677 | $195K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,551 | $191K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.5% | 5,996 | $177K |
| First Command Advisory Services, Inc. | 0.00% | No change | 5,921 | $173K |
| MidFirst Bank | 0.01% | — | 5,764 | $168K |
| Arax Advisory Partners | 0.00% | New | 4,181 | $122K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 4,170 | $122K |
| Wells Fargo & Company | 0.00% | New | 3,898 | $114K |
| JPMorgan Chase & Co. | 0.00% | New | 3,499 | $102K |
| Harbor Investment Advisory, LLC | 0.01% | New | 3,100 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Add +62.1% | 2,957 | $86K |
| International Assets Investment Management, LLC | 0.01% | New | 2,545 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +62.1% | 2,521 | $73K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $73K |
| Wolff Wiese Magana LLC | 0.04% | Add +20.3% | 2,388 | $70K |
| AE Wealth Management LLC | 0.00% | Add +24.2% | 2,209 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $58K |
| Simplex Trading, LLC | 0.00% | Reduce -42.8% | 1,776 | $52K |
| Berbice Capital Management LLC | 0.03% | New | 1,739 | $51K |
| Private Trust Co. NA | 0.00% | Add +1017.9% | 1,621 | $47K |
| EFG International AG | 0.00% | — | 1,500 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +71.1% | 1,444 | $42K |
| MAI Capital Management | 0.00% | No change | 1,071 | $31K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,050 | $31K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $29K |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.