Who owns WTAI?
WisdomTree Artificial Intelligence and Innovation Fund · WisdomTree
160 institutions reported holding WTAI, worth $291.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $43.1M | 908,339 | +194,228 shares |
| Horizon Wealth Management, LLC | La Grange, IL | $17.0M | 358,681 | −191,412 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $15.6M | 328,108 | +46,068 shares |
| Kestra Advisory Services, LLC | Austin, TX | $14.3M | 300,517 | +19,515 shares |
| Hancock Prospecting Pty Ltd | West Perth, Australia | $13.0M | 274,505 | No change |
| Advisory Services Network, LLC | Atlanta, GA | $12.8M | 269,989 | −2,650 shares |
| Quattro Advisors LLC | Pittsburgh, PA | $11.8M | 248,971 | −3,527 shares |
| Assetmark, Inc. | Concord, CA | $11.4M | 240,093 | −160,229 shares |
| JPMorgan Chase & Co | New York, NY | $10.4M | 227,293 | −30,409 shares |
| Jane Street Group, LLC | New York, NY | $9.7M | 204,190 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTAI?
160 institutional managers reported holding WTAI in Form 13F filings for June 30, 2026, worth $291.7M in total. The largest reported position was held by LPL Financial LLC, at $43.1M.
Did institutions buy or sell WTAI last quarter?
Reported 13F value rose 79.8% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTAI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.