WTAI Institutional Ownership & Shareholders
WISDOMTREE AI AND INNOVATION (WTAI) is currently held by 147 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $262.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of WTAI tracked by InsiderSet, reporting ownership valued at approximately $43.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.82M, representing an estimated loss of -26.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed WTAI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Kestra Advisory Services, Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in WISDOMTREE AI AND INNOVATION (WTAI).
This page ranks the largest institutional WTAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
147
Total Reported Value
$262.22M
Largest Holder
Lpl Financial Llc
Largest Position
$43.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 908,339 | $43,118,828 | $31,819,115 | -$11,299,713 | -26.21% | |
| Kestra Advisory Services, Llc | 0.05% | 382,657 | $16,718,294 | $13,404,475 | -$3,313,819 | -19.82% | |
| Ameriprise Financial Inc | 0.00% | 328,108 | $15,575,294 | $11,493,623 | -$4,081,671 | -26.21% | |
| Hancock Prospecting Pty Ltd | 0.23% | 274,505 | $13,030,752 | $9,615,910 | -$3,414,842 | -26.21% | |
| Advisory Services Network, Llc | 0.15% | 269,989 | $12,816,401 | $9,457,715 | -$3,358,686 | -26.21% | |
| Quattro Advisors Llc | 7.86% | 248,971 | $11,818,673 | $8,721,454 | -$3,097,219 | -26.21% | |
| Assetmark, Inc | 0.02% | 239,585 | $10,467,469 | $8,392,663 | -$2,074,806 | -19.82% | |
| Jpmorgan Chase & Co | 0.00% | 227,293 | $10,407,746 | $7,962,074 | -$2,445,672 | -23.50% | |
| Jane Street Group, Llc | 0.01% | 204,190 | $9,692,899 | $7,152,776 | -$2,540,123 | -26.21% | |
| Advocacy Wealth Management, Llc | 0.34% | 198,529 | $9,424,172 | $6,954,471 | -$2,469,701 | -26.21% | |
| Raymond James Financial Inc | 0.00% | 181,413 | $8,611,675 | $6,354,897 | -$2,256,778 | -26.21% | |
| Bank Of America Corp | 0.00% | 141,218 | $6,703,618 | $4,946,867 | -$1,756,751 | -26.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 122,132 | $5,335,950 | $4,278,284 | -$1,057,666 | -19.82% | |
| Prospera Financial Services Inc | 0.07% | 100,127 | $4,752,980 | $3,507,449 | -$1,245,531 | -26.21% | |
| Osaic Holdings, Inc. | 0.01% | 99,557 | $4,726,017 | $3,487,482 | -$1,238,535 | -26.21% | |
| Tradition Wealth Management, Llc | 0.23% | 78,525 | $3,727,603 | $2,750,731 | -$976,872 | -26.21% | |
| Truist Financial Corp | 0.00% | 80,607 | $3,521,702 | $2,823,663 | -$698,039 | -19.82% | |
| Berbice Capital Management Llc | 1.71% | 78,764 | $3,441,199 | $2,759,103 | -$682,096 | -19.82% | |
| Rockefeller Capital Management L.P. | 0.01% | 70,639 | $3,353,271 | $2,474,484 | -$878,787 | -26.21% | |
| Stifel Financial Corp | 0.00% | 65,320 | $3,100,749 | $2,288,160 | -$812,589 | -26.21% | |
| Janney Montgomery Scott Llc | 0.01% | 63,663 | $3,022,000 | $2,230,115 | -$791,885 | -26.20% | |
| Cetera Investment Advisers | 0.00% | 60,034 | $2,849,803 | $2,102,991 | -$746,812 | -26.21% | |
| Advisornet Financial, Inc | 0.13% | 70,389 | $2,835,251 | $2,465,727 | -$369,524 | -13.03% | |
| Integrated Advisors Network Llc | 0.12% | 61,773 | $2,698,863 | $2,163,908 | -$534,955 | -19.82% | |
| Waddell & Associates, Llc | 0.13% | 54,099 | $2,568,080 | $1,895,088 | -$672,992 | -26.21% | |
| Private Advisor Group, Llc | 0.01% | 49,506 | $2,350,070 | $1,734,195 | -$615,875 | -26.21% | |
| Creative Financial Designs Inc | 0.10% | 45,508 | $2,160,265 | $1,594,145 | -$566,120 | -26.21% | |
| Perigon Wealth Management, Llc | 0.03% | 46,378 | $2,026,252 | $1,624,621 | -$401,631 | -19.82% | |
| Gfs Advisors, Llc | 0.19% | 10 | $1,796,841 | $350 | -$1,796,491 | -99.98% | |
| Modern Wealth Management, Llc | 0.02% | 32,095 | $1,523,550 | $1,124,288 | -$399,262 | -26.21% | |
| Marshall Wace, Llp | 0.00% | 31,420 | $1,491,508 | $1,100,643 | -$390,865 | -26.21% | |
| Nwam Llc | 0.07% | 28,709 | $1,362,808 | $1,005,676 | -$357,132 | -26.21% | |
| Mml Investors Services, Llc | 0.00% | 27,052 | $1,284,150 | $947,632 | -$336,518 | -26.21% | |
| Belpointe Asset Management Llc | 0.04% | 23,499 | $1,115,531 | $823,170 | -$292,361 | -26.21% | |
| Creative Planning | 0.00% | 25,450 | $1,111,932 | $891,514 | -$220,419 | -19.82% | |
| Clearstead Advisors, Llc | 0.01% | 22,050 | $1,046,714 | $772,412 | -$274,303 | -26.21% | |
| Wmg Financial Advisors, Llc | 0.36% | 20,335 | $965,302 | $712,335 | -$252,967 | -26.21% | |
| Kovack Advisors, Inc. | 0.05% | 20,597 | $956,888 | $721,513 | -$235,375 | -24.60% | |
| Ausdal Financial Partners, Inc. | 0.04% | 19,845 | $942,028 | $695,170 | -$246,858 | -26.20% | |
| Bison Wealth, Llc | 0.07% | 20,383 | $875,231 | $714,016 | -$161,215 | -18.42% | |
| Envestnet Asset Management Inc | 0.00% | 18,431 | $874,915 | $645,638 | -$229,277 | -26.21% | |
| Independent Financial Group, Llc | 0.02% | 19,234 | $840,334 | $673,767 | -$166,567 | -19.82% | |
| Focus Partners Wealth | 0.00% | 17,400 | $826,014 | $609,522 | -$216,492 | -26.21% | |
| Solstein Capital, Llc | 0.29% | 18,781 | $820,542 | $657,898 | -$162,644 | -19.82% | |
| Mariner, Llc | 0.00% | 16,002 | $759,625 | $560,550 | -$199,075 | -26.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,545 | $737,921 | $544,541 | -$193,380 | -26.21% | |
| Sweeney & Michel, Llc | 0.20% | 16,834 | $735,461 | $589,695 | -$145,766 | -19.82% | |
| Kestra Private Wealth Services, Llc | 0.01% | 16,116 | $704,102 | $564,543 | -$139,559 | -19.82% | |
| Integrity Alliance, Llc. | 0.02% | 16,034 | $700,544 | $561,671 | -$138,873 | -19.82% | |
| Waldron Private Wealth Llc | 0.02% | 15,621 | $682,476 | $547,204 | -$135,272 | -19.82% |
Frequently asked questions about WTAI
Who are the largest institutional holders of WTAI?
The largest institutional holders of WTAI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Kestra Advisory Services, Llc, Ameriprise Financial Inc, Hancock Prospecting Pty Ltd, and Advisory Services Network, Llc. InsiderSet ranks institutional holders by their latest reported WTAI position.
What is WTAI institutional ownership?
This page tracks WTAI positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE AI AND INNOVATION (WTAI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTAI?
InsiderSet currently tracks 147 institutional managers reporting WTAI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTAI shareholders.
How much WTAI stock do institutions own?
Institutional investment managers disclosed approximately $262.22M in WTAI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTAI institutional ownership last updated?
The latest WTAI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTAI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTAI position after the reporting date.
Are institutions buying or selling WTAI?
Institutional buying and selling can be analyzed by comparing WTAI positions across consecutive 13F reporting periods. InsiderSet's WTAI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTAI ownership changes.
How has WTAI institutional ownership changed over time?
InsiderSet tracks WTAI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.