Wisdomtree AI and InnovationWTAIETF
13F holders, Q2 2026 (June 30)159holders +38
49new positions
13sold out
$47.65avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding Wisdomtree AI and Innovation (WTAI) in their 13F filings, up 38 from Q1 2026. 49 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($43.1M), Horizon Wealth Management, LLC ($17.0M) and Ameriprise Financial Inc. ($15.6M).
- Company
- Wisdomtree AI and Innovation
- CUSIP
- 97717Y543
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $29.4M |
| Exits | 13 | $7.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,083,181 shares bought and 759,927 shares sold, net +323,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| LPL Financial LLC | 0.01% | Add +27.2% | 908,339 | $43.1M |
| Horizon Wealth Management, LLC | 2.17% | Reduce -34.8% | 358,681 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.3% | 328,108 | $15.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.9% | 300,517 | $14.3M |
| Hancock Prospecting Pty Ltd | 0.23% | No change | 274,505 | $13.0M |
| Advisory Services Network, LLC | 0.15% | Reduce -1.0% | 269,989 | $12.8M |
| Quattro Advisors LLC | 7.86% | Reduce -1.4% | 248,971 | $11.8M |
| Assetmark, Inc. | 0.02% | Reduce -40.0% | 240,093 | $11.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.8% | 227,293 | $10.4M |
| Jane Street Group, LLC | 0.01% | New | 204,190 | $9.7M |
| Advocacy Wealth Management, LLC | 0.34% | Reduce -12.6% | 198,529 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +50.8% | 181,413 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 141,218 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 120,269 | $5.7M |
| Prospera Financial Services Inc | 0.07% | Add +0.7% | 100,127 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +5.8% | 99,557 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -8.3% | 95,226 | $4.5M |
| Perigon Wealth Management, LLC | 0.06% | Add +0.6% | 83,934 | $4.0M |
| Tradition Wealth Management, LLC | 0.23% | Add +9.2% | 78,525 | $3.7M |
| Berbice Capital Management LLC | 1.84% | Add +185.7% | 74,959 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -24.5% | 70,639 | $3.4M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -0.7% | 70,345 | $3.3M |
| CLG LLC | 0.72% | New | 68,756 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 65,320 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.9% | 63,663 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +26.4% | 60,034 | $2.8M |
| Integrated Advisors Network LLC | 0.12% | Add +115.3% | 55,413 | $2.6M |
| Waddell & Associates, LLC | 0.13% | Add +1.6% | 54,099 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.8% | 49,506 | $2.4M |
| Creative Financial Designs Inc. | 0.10% | Add +8.0% | 45,508 | $2.2M |
| GFS Advisors, LLC | 0.19% | New | 10 | $1.8M |
| Modern Wealth Management, LLC | 0.02% | New | 32,095 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 31,420 | $1.5M |
| Nwam LLC | 0.07% | Add +8.9% | 28,709 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 27,618 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +63.5% | 27,052 | $1.3M |
| Creative Planning | 0.00% | Add +0.7% | 24,260 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -6.0% | 23,499 | $1.1M |
| Independent Financial Group, LLC | 0.02% | New | 22,602 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +28.6% | 22,050 | $1.0M |
| WMG Financial Advisors, LLC | 0.36% | Add +26.0% | 20,335 | $965K |
| Kovack Advisors, Inc. | 0.05% | Add +154.9% | 20,597 | $957K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.2% | 19,845 | $942K |
| Bison Wealth, LLC | 0.09% | Reduce -6.6% | 21,350 | $936K |
| Solstein Capital, LLC | 0.31% | New | 18,781 | $892K |
| Envestnet Asset Management Inc. | 0.00% | Add +38.3% | 18,431 | $875K |
| Focus Partners Wealth | 0.00% | Add +0.8% | 17,400 | $826K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.8% | 16,784 | $797K |
| Integrity Alliance, Llc. | 0.02% | Add +4.6% | 16,039 | $761K |
| Mariner, LLC | 0.00% | Add +6.7% | 16,002 | $760K |
| Waldron Private Wealth LLC | 0.03% | No change | 15,621 | $742K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.5% | 15,545 | $738K |
| Sweeney & Michel, LLC | 0.18% | Reduce -0.6% | 16,834 | $693K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -3.2% | 12,605 | $598K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -50.8% | 11,362 | $539K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,854 | $468K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.5% | 9,828 | $467K |
| Tulsa Wealth Advisors, INC | 0.07% | Add +2.4% | 9,827 | $466K |
| Evanson Financial, LLC | 0.02% | — | 9,565 | $454K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 9,132 | $433K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.4% | 9,130 | $433K |
| COFG Advisors, LLC | 0.07% | Reduce -2.6% | 9,045 | $429K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,980 | $426K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 8,934 | $424K |
| Morgan Stanley | 0.00% | Add +4.5% | 8,850 | $420K |
| International Assets Investment Management, LLC | 0.02% | Add +261.6% | 8,985 | $404K |
| Procyon Advisors, LLC | 0.02% | New | 8,515 | $404K |
| Key Financial Inc | 0.07% | Reduce -9.5% | 8,479 | $402K |
| W.H. Cornerstone Investments Inc. | 0.23% | No change | 8,381 | $398K |
| Geneos Wealth Management Inc. | 0.01% | No change | 8,125 | $386K |
| Cerity Partners LLC | 0.00% | No change | 7,934 | $377K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 7,914 | $376K |
| Strategic Blueprint, LLC | 0.02% | New | 7,741 | $367K |
| Sherman Asset Management, Inc. | 0.26% | Add +327.8% | 7,166 | $340K |
| Arkadios Wealth Advisors | 0.01% | New | 6,994 | $332K |
| GWN Securities Inc. | 0.06% | New | 6,964 | $331K |
| Insigneo Advisory Services, LLC | 0.01% | New | 6,939 | $329K |
| Capital Investment Counsel, LLC | 0.04% | New | 6,935 | $329K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 6,922 | $329K |
| Valmark Advisers, Inc. | 0.00% | Reduce -70.1% | 6,911 | $328K |
| Fox Hill Wealth Management | 0.13% | New | 6,899 | $327K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -9.4% | 6,883 | $327K |
| Atria Investments, Inc | 0.00% | New | 6,822 | $324K |
| Oxinas Partners, LLC | 0.13% | New | 6,716 | $319K |
| Provident Wealth Management, LLC | 0.08% | Reduce -5.9% | 6,715 | $319K |
| MRA Advisory Group | 0.12% | New | 6,709 | $318K |
| Garrett Wealth Advisory Group, LLC | 0.05% | New | 6,698 | $318K |
| NewEdge Advisors, LLC | 0.00% | Add +1167.9% | 6,644 | $315K |
| Peddock Capital Advisors, LLC | 0.06% | New | 6,255 | $297K |
| Argent Trust Co | 0.01% | New | 6,087 | $289K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,791 | $275K |
| MidFirst Bank | 0.02% | No change | 5,764 | $274K |
| Cascade Financial Partners, LLC | 0.02% | New | 5,691 | $270K |
| Barry Investment Advisors, LLC | 0.06% | New | 5,601 | $266K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,528 | $262K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,515 | $262K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,515 | $262K |
| Transcend Capital Advisors, LLC | 0.02% | New | 5,479 | $260K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,648 | $259K |
| Lido Advisors, LLC | 0.00% | New | 5,312 | $252K |
| Savant Capital, LLC | 0.00% | New | 6,530 | $247K |
| Wedbush Securities Inc. | 0.01% | New | 5,164 | $245K |
| KPP Advisory Services LLC | 0.03% | New | 5,153 | $245K |
| Certified Advisory Corp | 0.02% | New | 4,899 | $233K |
| Regions Financial Corp. | 0.00% | New | 4,837 | $230K |
| Vise Technologies, Inc. | 0.00% | New | 4,632 | $220K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,540 | $214K |
| Apollon Financial, LLC | 0.02% | New | 4,440 | $211K |
| Aries Wealth Management | 0.04% | New | 4,362 | $207K |
| Retirement Planning Group, LLC | 0.01% | New | 4,309 | $205K |
| Total Clarity Wealth Management, Inc. | 0.04% | New | 4,239 | $201K |
| Harbor Investment Advisory, LLC | 0.01% | Add +11.4% | 4,023 | $191K |
| Arax Advisory Partners | 0.00% | Add +13.4% | 4,001 | $190K |
| Harbour Investments, Inc. | 0.00% | Add +11.7% | 3,825 | $182K |
| AE Wealth Management LLC | 0.00% | Add +29.7% | 3,460 | $164K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.8% | 3,420 | $162K |
| Cranbrook Wealth Management, LLC | 0.03% | New | 3,230 | $153K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,853 | $135K |
| Wolff Wiese Magana LLC | 0.06% | Add +3.7% | 2,827 | $134K |
| Larson Financial Group LLC | 0.00% | No change | 2,500 | $119K |
| Allworth Financial LP | 0.00% | Reduce -3.7% | 2,124 | $101K |
| Financial Consulate, Inc. | 0.01% | Add +214.1% | 2,111 | $100K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,004 | $95K |
| Glassman Wealth Services | 0.01% | New | 2,000 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,000 | $95K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,960 | $93K |
| FMR LLC | 0.00% | Add +216.6% | 1,814 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -21.6% | 1,773 | $84K |
| Forum Finance Group S.A. | 0.03% | No change | 1,864 | $72K |
| EFG International AG | 0.00% | No change | 1,500 | $71K |
| Global Retirement Partners, LLC | 0.00% | — | 1,444 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | Add +205.1% | 1,071 | $51K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 1,050 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 1,000 | $47K |
| JNBA Financial Advisors | 0.00% | No change | 1,000 | $47K |
| UBS Group AG | 0.00% | Reduce -75.5% | 979 | $46K |
| Kingdom Financial Group LLC. | 0.01% | No change | 913 | $43K |
| US Bancorp \de | 0.00% | New | 806 | $38K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 769 | $37K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 650 | $31K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.2% | 613 | $29K |
| Glen Eagle Advisors, LLC | 0.00% | New | 600 | $28K |
| MCF Advisors LLC | 0.00% | No change | 585 | $28K |
| Centerpoint Advisors, LLC | 0.01% | No change | 575 | $27K |
| Allied Private Wealth LLC | 0.01% | — | 500 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 417 | $20K |
| Golden State Wealth Management, LLC | 0.00% | No change | 407 | $19K |
| Founders Financial Alliance, LLC | 0.00% | No change | 320 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 317 | $15K |
| Wiser Advisor Group LLC | 0.02% | No change | 312 | $15K |
| Compass Financial Management LLC | 0.00% | — | 273 | $13K |
| IFP Advisors, Inc | 0.00% | New | 250 | $12K |
| Wells Fargo & Company | 0.00% | Reduce -85.6% | 211 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 85 | $4K |
| Citigroup Inc. | 0.00% | New | 79 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 63 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 51 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 41 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 31 | $1K |
"% of holder's portfolio" is WTAI's weight in each manager's 13F, not the share of Wisdomtree AI and Innovation the manager owns.