Wisdomtree AI and InnovationWTAIETF
13F holders, Q1 2026 (March 31)121holders −1
12new positions
13sold out
2famous investors
$28.23avg. 13F price*
At the end of Q1 2026, 121 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, down 1 from Q4 2025. 12 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($20.2M), Horizon Wealth Management, LLC ($15.5M) and Assetmark, Inc. ($11.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.5M |
| Exits | 13 | $7.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,161,283 shares bought and 405,577 shares sold, net +755,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| LPL Financial LLC | 0.01% | Add +5.9% | 714,111 | $20.2M |
| Horizon Wealth Management, LLC | 2.28% | Add +4.1% | 550,093 | $15.5M |
| Assetmark, Inc. | 0.02% | Add +381159.0% | 400,322 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 282,040 | $8.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +80.7% | 281,002 | $7.9M |
| Hancock Prospecting Pty Ltd | 0.23% | No change | 274,505 | $7.7M |
| Advisory Services Network, LLC | 0.10% | Reduce -5.5% | 272,639 | $7.7M |
| Quattro Advisors LLC | 6.18% | Add +15.3% | 252,498 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +7265.0% | 257,702 | $6.9M |
| Advocacy Wealth Management, LLC | 0.28% | Add +18.6% | 227,079 | $6.4M |
| Bank of America Corp. | 0.00% | Add +4.5% | 159,433 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.4% | 120,316 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 118,215 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 109,272 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +2.9% | 103,813 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -6.0% | 99,444 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 94,069 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.9% | 93,514 | $2.6M |
| Perigon Wealth Management, LLC | 0.04% | No change | 83,475 | $2.4M |
| Tradition Wealth Management, LLC | 0.14% | Add +43.5% | 71,882 | $2.0M |
| AdvisorNet Financial, Inc | 0.10% | Add +4.1% | 70,841 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | Reduce -54.2% | 66,423 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +228.7% | 65,556 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +23.3% | 65,016 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.0% | 54,294 | $1.5M |
| Waddell & Associates, LLC | 0.08% | No change | 53,221 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +22.9% | 47,488 | $1.3M |
| Creative Financial Designs Inc. | 0.07% | Reduce -5.4% | 42,152 | $1.2M |
| Breachway Investments LLC | 0.95% | Reduce -1.8% | 34,151 | $989K |
| Bison Wealth, LLC | 0.09% | No change | 22,863 | $945K |
| Nwam LLC | 0.04% | Add +1.1% | 26,363 | $744K |
| Berbice Capital Management LLC | 0.48% | Add +1408.9% | 26,240 | $741K |
| Integrated Advisors Network LLC | 0.04% | Reduce -20.1% | 25,735 | $727K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.7% | 25,624 | $723K |
| Belpointe Asset Management LLC | 0.03% | Add +102.5% | 25,009 | $706K |
| Creative Planning | 0.00% | Add +4.0% | 24,081 | $680K |
| Valmark Advisers, Inc. | 0.01% | Add +42.6% | 23,121 | $653K |
| Gateway Wealth Partners, LLC | 0.03% | Add +125.5% | 23,102 | $652K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.5% | 19,602 | $553K |
| Sweeney & Michel, LLC | 0.16% | Add +4.9% | 16,938 | $541K |
| Focus Partners Wealth | 0.00% | Reduce -7.2% | 17,255 | $487K |
| Clearstead Advisors, LLC | 0.00% | New | 17,150 | $484K |
| MML Investors Services, LLC | 0.00% | Reduce -39.3% | 16,541 | $467K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -22.4% | 16,486 | $465K |
| WMG Financial Advisors, LLC | 0.19% | Reduce -15.7% | 16,135 | $455K |
| Waldron Private Wealth LLC | 0.02% | No change | 15,621 | $441K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.6% | 15,617 | $441K |
| Citadel Advisors | 0.00% | New | 15,400 | $435K |
| Integrity Alliance, Llc. | 0.02% | Add +1.2% | 15,340 | $433K |
| Mariner, LLC | 0.00% | Add +9.2% | 15,001 | $423K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 13,323 | $376K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 13,020 | $368K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.2% | 10,187 | $288K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 9,854 | $278K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 9,597 | $271K |
| Evanson Asset Management, LLC | 0.01% | No change | 9,565 | $270K |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 9,371 | $265K |
| Key Financial Inc | 0.05% | Reduce -0.9% | 9,370 | $265K |
| COFG Advisors, LLC | 0.06% | Reduce -11.7% | 9,286 | $262K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.0% | 9,001 | $254K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 8,980 | $254K |
| Morgan Stanley | 0.00% | Add +26.8% | 8,466 | $239K |
| W.H. Cornerstone Investments Inc. | 0.15% | No change | 8,381 | $237K |
| Kovack Advisors, Inc. | 0.01% | No change | 8,079 | $234K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.0% | 8,125 | $229K |
| Cerity Partners LLC | 0.00% | No change | 7,934 | $224K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -1.3% | 7,914 | $223K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.6% | 7,861 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.5% | 7,597 | $214K |
| Provident Wealth Management, LLC | 0.06% | Reduce -5.5% | 7,134 | $201K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +3.3% | 6,922 | $195K |
| First Command Advisory Services, Inc. | 0.00% | No change | 5,921 | $167K |
| MidFirst Bank | 0.01% | No change | 5,764 | $163K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.8% | 5,648 | $151K |
| UBS Group AG | 0.00% | New | 4,000 | $113K |
| Harbor Investment Advisory, LLC | 0.01% | Add +16.5% | 3,612 | $102K |
| Arax Advisory Partners | 0.00% | Reduce -15.6% | 3,529 | $100K |
| Harbour Investments, Inc. | 0.00% | Add +495.6% | 3,425 | $97K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.5% | 2,853 | $83K |
| Wolff Wiese Magana LLC | 0.04% | Add +14.2% | 2,727 | $77K |
| AE Wealth Management LLC | 0.00% | Add +20.8% | 2,668 | $75K |
| MAI Capital Management | 0.00% | Add +144.7% | 2,621 | $74K |
| International Assets Investment Management, LLC | 0.01% | Reduce -2.4% | 2,485 | $72K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +424.9% | 2,446 | $69K |
| Private Trust Co. NA | 0.01% | Add +39.5% | 2,261 | $64K |
| Allworth Financial LP | 0.00% | Reduce -47.1% | 2,205 | $62K |
| Center for Financial Planning, Inc. | 0.01% | New | 2,004 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $56K |
| Frazier Financial Advisors, LLC | 0.03% | New | 1,960 | $55K |
| Team Financial Group, LLC | 0.02% | New | 1,680 | $47K |
| Sherman Asset Management, Inc. | 0.04% | Add +141.7% | 1,675 | $47K |
| Forum Finance Group S.A. | 0.02% | — | 1,864 | $44K |
| EFG International AG | 0.00% | No change | 1,500 | $42K |
| Wells Fargo & Company | 0.00% | Reduce -62.3% | 1,468 | $41K |
| Simplex Trading, LLC | 0.00% | Reduce -19.3% | 1,433 | $40K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,050 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +24.6% | 1,009 | $28K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $28K |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.