WISDOMTREE AI AND INNOVATION WTAI
$42.57
-5.4% 52w: $22.65 – $48.35
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data22.6535.5048.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
121
-2 QoQ
13F value
$162.5M
+11.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$373K calls / — puts
Institutional value by quarter
Number of holders
Who owns WTAI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 714.1K | $20.2M | 0.0% | +5.9% |
| Horizon Wealth Management, LLC | Wealth advisor | 550.1K | $15.5M | 2.3% | +4.1% |
| ASSETMARK, INC | Wealth advisor | 400.3K | $11.3M | 0.0% | +381159.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 282.0K | $8.0M | 0.0% | +1.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 281.0K | $7.9M | 0.0% | +80.7% |
| Hancock Prospecting Pty Ltd | Other | 274.5K | $7.7M | 0.2% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 272.6K | $7.7M | 0.1% | -5.5% |
| Quattro Advisors LLC | Wealth advisor | 252.5K | $7.1M | 6.2% | +15.2% |
| JPMORGAN CHASE & CO | Bank broker | 257.7K | $6.9M | 0.0% | +7265.0% |
| Advocacy Wealth Management, LLC | Wealth advisor | 227.1K | $6.4M | 0.3% | +18.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 159.4K | $4.5M | 0.0% | +4.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 120.3K | $3.4M | 0.0% | -15.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 118.2K | $3.3M | 0.0% | +5.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 109.3K | $3.1M | 0.0% | +6.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 103.8K | $2.9M | 0.0% | +2.9% |
| Prospera Financial Services Inc | Diversified mechanical | 99.4K | $2.8M | 0.0% | -6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 94.1K | $2.7M | 0.0% | +0.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 93.5K | $2.6M | 0.0% | -0.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 83.5K | $2.4M | 0.0% | Held |
| Tradition Wealth Management, LLC | Wealth advisor | 71.9K | $2.0M | 0.1% | +43.5% |
| AdvisorNet Financial, Inc | Wealth advisor | 70.8K | $2.0M | 0.1% | +4.1% |
| FLOW TRADERS U.S. LLC | Market maker | 66.4K | $1.9M | 0.1% | -54.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 65.6K | $1.9M | 0.0% | +228.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 65.0K | $1.8M | 0.0% | +23.3% |
| Private Advisor Group, LLC | Wealth advisor | 54.3K | $1.5M | 0.0% | -2.0% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 53.2K | $1.5M | 0.1% | Held |
| Cetera Investment Advisers | Wealth advisor | 47.5K | $1.3M | 0.0% | +22.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 42.2K | $1.2M | 0.1% | -5.4% |
| Breachway Investments LLC | Wealth advisor | 34.2K | $989K | 0.9% | -1.8% |
| Bison Wealth, LLC | Wealth advisor | 22.9K | $945K | 0.1% | Held |
| NWAM LLC | Wealth advisor | 26.4K | $744K | 0.0% | +1.0% |
| Berbice Capital Management LLC ★2 | Fundamental diversified | 26.2K | $741K | 0.5% | +1408.9% |
| Integrated Advisors Network LLC | Wealth advisor | 25.7K | $727K | 0.0% | -20.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 25.6K | $723K | 0.0% | +16.7% |
| Belpointe Asset Management LLC | Wealth advisor | 25.0K | $706K | 0.0% | +102.5% |
| Creative Planning | Wealth advisor | 24.1K | $680K | 0.0% | +4.0% |
| Valmark Advisers, Inc. | Wealth advisor | 23.1K | $653K | 0.0% | +42.6% |
| Gateway Wealth Partners, LLC | Wealth advisor | 23.1K | $652K | 0.0% | +125.5% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 19.6K | $553K | 0.0% | -1.5% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 16.9K | $541K | 0.2% | +4.9% |
| Focus Partners Wealth | Wealth advisor | 17.3K | $487K | 0.0% | -7.1% |
| Clearstead Advisors, LLC | Wealth advisor | 17.1K | $484K | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 16.5K | $467K | 0.0% | -39.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 16.5K | $465K | 0.0% | -22.4% |
| WMG Financial Advisors, LLC | Wealth advisor | 16.1K | $455K | 0.2% | -15.7% |
| Waldron Private Wealth LLC | Wealth advisor | 15.6K | $441K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 15.6K | $441K | 0.0% | +1.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 15.4K | $435K | 0.0% | New |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 15.3K | $433K | 0.0% | +1.2% |
| Mariner, LLC | Diversified mechanical | 15.0K | $423K | 0.0% | +9.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.