WISDOMTREE AI AND INNOVATION (WTAI) Institutional Ownership and Insiders Activity
WISDOMTREE AI AND INNOVATION (WTAI) is widely held by institutional investors, with 151 firms reporting positions valued at approximately $286.00M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $43.12M in WTAI holdings in its latest filing.
Institutional Holders
151
Total Reported Value
$286.00M
Largest Holder
Lpl Financial Llc
Largest Position
$43.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
21
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$43.12M
- Horizon Wealth Management, Llc$17.03M
- Ameriprise Financial Inc$15.58M
- Kestra Advisory Services, Llc$14.27M
- Hancock Prospecting Pty Ltd$13.03M