WISDOMTREE AI AND INNOVATION (WTAI) Institutional Ownership Changes & 13F Activity

WISDOMTREE AI AND INNOVATION (WTAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jpmorgan Chase & Co, Jane Street Group, Llc, Raymond James Financial Inc, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fox Hill Wealth ManagementBuy+6,8996,899$327.49KQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+4,5404,540$214.05KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+328,108328,108$15.58MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+204,190204,190$9.69MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+61,097+50.8%181,413$8.61MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+32,09532,095$1.52MQ2 2026Aug 14, 2026
Bank Of America CorpSell-18,215-11.4%141,218$6.70MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+6,9396,939$329.39KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+5,5155,515$261.80KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,488+5.8%99,557$4.73MQ2 2026Aug 14, 2026
Quattro Advisors LlcSell-3,527-1.4%248,971$11.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,257-85.6%211$10.01KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+600600$28.48KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-359-3.5%9,828$466.53KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+243+1.2%19,845$942.03KQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-241-2.6%9,045$429.37KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+8585$4.04KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3131$1.46KQ2 2026Aug 14, 2026
Marshall Wace, LlpBuy+31,42031,420$1.49MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-22,875-24.5%70,639$3.35MQ2 2026Aug 13, 2026
Solstein Capital, LlcBuy+18,78118,781$891.53KQ2 2026Aug 13, 2026
Ubs Group AgSell-3,021-75.5%979$46.47KQ2 2026Aug 13, 2026
Fmr LlcBuy+1,241+216.6%1,814$86.13KQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,001+6.7%16,002$759.63KQ2 2026Aug 13, 2026
Morgan StanleyBuy+384+4.5%8,850$420.12KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-72-0.5%15,545$737.92KQ2 2026Aug 13, 2026
Gfs Advisors, LlcBuy+1010$1.80MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+227,293227,293$10.41MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+12,546+26.4%60,034$2.85MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+6,6446,644$315.39KQ2 2026Aug 12, 2026
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Frequently asked questions about WTAI activity

  • Which institutional owners are buying WTAI?

    Institutional owners buying WTAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WTAI activity?

    "Buy" means an investor increased their reported position in WTAI compared to the prior reporting period. This reflects growing exposure to WISDOMTREE AI AND INNOVATION (WTAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WTAI increasing?

    Institutional interest in WTAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.