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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Fox Hill Wealth Management | Buy | +6,899 | — | 6,899 | $327.49K | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Buy | +4,540 | — | 4,540 | $214.05K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +328,108 | — | 328,108 | $15.58M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +204,190 | — | 204,190 | $9.69M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +61,097 | +50.8% | 181,413 | $8.61M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +32,095 | — | 32,095 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -18,215 | -11.4% | 141,218 | $6.70M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +6,939 | — | 6,939 | $329.39K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +5,515 | — | 5,515 | $261.80K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,488 | +5.8% | 99,557 | $4.73M | Q2 2026 | Aug 14, 2026 |
| Quattro Advisors Llc | Sell | -3,527 | -1.4% | 248,971 | $11.82M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,257 | -85.6% | 211 | $10.01K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Buy | +600 | — | 600 | $28.48K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -359 | -3.5% | 9,828 | $466.53K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +243 | +1.2% | 19,845 | $942.03K | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Sell | -241 | -2.6% | 9,045 | $429.37K | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +85 | — | 85 | $4.04K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +31 | — | 31 | $1.46K | Q2 2026 | Aug 14, 2026 |
| Marshall Wace, Llp | Buy | +31,420 | — | 31,420 | $1.49M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -22,875 | -24.5% | 70,639 | $3.35M | Q2 2026 | Aug 13, 2026 |
| Solstein Capital, Llc | Buy | +18,781 | — | 18,781 | $891.53K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -3,021 | -75.5% | 979 | $46.47K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,241 | +216.6% | 1,814 | $86.13K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +1,001 | +6.7% | 16,002 | $759.63K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +384 | +4.5% | 8,850 | $420.12K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -72 | -0.5% | 15,545 | $737.92K | Q2 2026 | Aug 13, 2026 |
| Gfs Advisors, Llc | Buy | +10 | — | 10 | $1.80M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +227,293 | — | 227,293 | $10.41M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +12,546 | +26.4% | 60,034 | $2.85M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +6,644 | — | 6,644 | $315.39K | Q2 2026 | Aug 12, 2026 |
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.