Who owns WisdomTree Artificial Intelligence and Innovation Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WTAI from SEC Form 13F filings across 162 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 162 institutions disclosed 6.1M shares of WisdomTree Artificial Intelligence and Innovation Fund worth $284.1M — about 38.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
162
13F holders
$284.1M
value, 2026 filers
38.6%
of shares outstanding (6.1M sh)
58
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WTAI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 908,339 | $43.1M | 0.0% | 5.7% | +27.2% |
| 2 | Horizon Wealth Management, LLC | 358,681 | $17.0M | 2.2% | 2.3% | -34.8% |
| 3 | AMERIPRISE FINANCIAL INC | 328,108 | $15.6M | 0.0% | 2.1% | +16.3% |
| 4 | Kestra Advisory Services, LLC | 300,517 | $14.3M | 0.0% | 1.9% | +6.9% |
| 5 | Hancock Prospecting Pty Ltd | 274,505 | $13.0M | 0.2% | 1.7% | 0.0% |
| 6 | Advisory Services Network, LLC | 269,989 | $12.8M | 0.1% | 1.7% | -1.0% |
| 7 | Quattro Advisors LLC | 248,971 | $11.8M | 7.9% | 1.6% | -1.4% |
| 8 | ASSETMARK, INC | 240,093 | $11.4M | 0.0% | 1.5% | -40.0% |
| 9 | JPMORGAN CHASE & CONEW | 227,293 | $10.4M | 0.0% | 1.4% | new |
| 10 | JANE STREET GROUP, LLCNEW | 204,190 | $9.7M | 0.0% | 1.3% | new |
| 11 | Advocacy Wealth Management, LLC | 198,529 | $9.4M | 0.3% | 1.3% | -12.6% |
| 12 | RAYMOND JAMES FINANCIAL INC | 181,413 | $8.6M | 0.0% | 1.1% | +50.8% |
| 13 | BANK OF AMERICA CORP /DE/ | 141,218 | $6.7M | 0.0% | 0.9% | -11.4% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 120,269 | $5.7M | 0.0% | 0.8% | +1.7% |
| 15 | Prospera Financial Services Inc | 100,127 | $4.8M | 0.1% | 0.6% | +0.7% |
| 16 | OSAIC HOLDINGS, INC. | 99,557 | $4.7M | 0.0% | 0.6% | +5.8% |
| 17 | TRUIST FINANCIAL CORP | 95,226 | $4.5M | 0.0% | 0.6% | -8.3% |
| 18 | Perigon Wealth Management, LLC | 83,934 | $4.0M | 0.1% | 0.5% | +0.5% |
| 19 | Tradition Wealth Management, LLC | 78,525 | $3.7M | 0.2% | 0.5% | +9.2% |
| 20 | Berbice Capital Management LLC | 74,959 | $3.6M | 1.8% | 0.5% | +185.7% |
| 21 | Rockefeller Capital Management L.P. | 70,639 | $3.4M | 0.0% | 0.4% | -24.5% |
| 22 | AdvisorNet Financial, Inc | 70,345 | $3.3M | 0.2% | 0.4% | -0.7% |
| 23 | CLG LLCNEW | 68,756 | $3.3M | 0.7% | 0.4% | new |
| 24 | STIFEL FINANCIAL CORP | 65,320 | $3.1M | 0.0% | 0.4% | +0.5% |
| 25 | Janney Montgomery Scott LLC | 63,663 | $3,022 | 0.0% | 0.4% | -2.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.