WISDOMTREE AI AND INNOVATION (WTAI) Top Institutional Shareholders
WISDOMTREE AI AND INNOVATION (WTAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $151.12M in WTAI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of WTAI tracked by InsiderSet, reporting ownership valued at approximately $20.16M in its March 31, 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 $32.16M, representing an estimated gain of +59.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed WTAI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Horizon Wealth Management, Llc, Assetmark, 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
119
Total Reported Value
$151.12M
Largest Holder
Lpl Financial Llc
Largest Position
$20.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
133
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% | 714,111 | $20,159,352 | $32,163,559 | +$12,004,207 | +59.55% | |
| Horizon Wealth Management, Llc | 2.28% | 550,093 | $15,529,130 | $24,776,189 | +$9,247,059 | +59.55% | |
| Assetmark, Inc | 0.02% | 400,322 | $11,301,090 | $18,030,503 | +$6,729,413 | +59.55% | |
| Ameriprise Financial Inc | 0.00% | 282,040 | $7,960,808 | $12,703,082 | +$4,742,274 | +59.57% | |
| Kestra Advisory Services, Llc | 0.03% | 281,002 | $7,932,681 | $12,656,330 | +$4,723,649 | +59.55% | |
| Hancock Prospecting Pty Ltd | 0.23% | 274,505 | $7,749,276 | $12,363,705 | +$4,614,429 | +59.55% | |
| Advisory Services Network, Llc | 0.10% | 272,639 | $7,696,597 | $12,279,661 | +$4,583,064 | +59.55% | |
| Quattro Advisors Llc | 6.18% | 252,498 | $7,128,008 | $11,372,510 | +$4,244,502 | +59.55% | |
| Advocacy Wealth Management, Llc | 0.28% | 227,079 | $6,410,440 | $10,227,638 | +$3,817,198 | +59.55% | |
| Bank Of America Corp | 0.00% | 159,433 | $4,500,794 | $7,180,862 | +$2,680,068 | +59.55% | |
| Raymond James Financial Inc | 0.00% | 120,316 | $3,396,521 | $5,419,033 | +$2,022,512 | +59.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 118,215 | $3,337,200 | $5,324,404 | +$1,987,204 | +59.55% | |
| Susquehanna International Group, Llp | 0.00% | 109,272 | $3,084,749 | $4,921,611 | +$1,836,862 | +59.55% | |
| Truist Financial Corp | 0.00% | 103,813 | $2,930,627 | $4,675,738 | +$1,745,111 | +59.55% | |
| Prospera Financial Services Inc | 0.05% | 99,444 | $2,807,243 | $4,478,958 | +$1,671,715 | +59.55% | |
| Osaic Holdings, Inc. | 0.00% | 94,069 | $2,655,594 | $4,236,868 | +$1,581,274 | +59.55% | |
| Rockefeller Capital Management L.P. | 0.00% | 93,514 | $2,639,922 | $4,211,871 | +$1,571,949 | +59.55% | |
| Perigon Wealth Management, Llc | 0.04% | 83,475 | $2,356,497 | $3,759,714 | +$1,403,217 | +59.55% | |
| Tradition Wealth Management, Llc | 0.14% | 71,882 | $2,029,229 | $3,237,565 | +$1,208,336 | +59.55% | |
| Advisornet Financial, Inc | 0.10% | 70,841 | $1,999,836 | $3,190,679 | +$1,190,843 | +59.55% | |
| Stifel Financial Corp | 0.00% | 65,016 | $1,835,408 | $2,928,321 | +$1,092,913 | +59.55% | |
| Private Advisor Group, Llc | 0.01% | 54,294 | $1,532,717 | $2,445,402 | +$912,685 | +59.55% | |
| Waddell & Associates, Llc | 0.08% | 53,221 | $1,502,429 | $2,397,074 | +$894,645 | +59.55% | |
| Cetera Investment Advisers | 0.00% | 47,488 | $1,340,580 | $2,138,860 | +$798,280 | +59.55% | |
| Creative Financial Designs Inc | 0.07% | 42,152 | $1,189,951 | $1,898,526 | +$708,575 | +59.55% | |
| Breachway Investments Llc | 0.95% | 34,151 | $988,999 | $1,538,161 | +$549,162 | +55.53% | |
| Bison Wealth, Llc | 0.09% | 22,863 | $944,685 | $1,029,750 | +$85,065 | +9.00% | |
| Nwam Llc | 0.04% | 26,363 | $744,223 | $1,187,390 | +$443,167 | +59.55% | |
| Berbice Capital Management Llc | 0.48% | 26,240 | $740,755 | $1,181,850 | +$441,095 | +59.55% | |
| Integrated Advisors Network Llc | 0.04% | 25,735 | $726,500 | $1,159,104 | +$432,604 | +59.55% | |
| Belpointe Asset Management Llc | 0.03% | 25,009 | $706,024 | $1,126,405 | +$420,381 | +59.54% | |
| Creative Planning | 0.00% | 24,081 | $679,819 | $1,084,608 | +$404,789 | +59.54% | |
| Valmark Advisers, Inc. | 0.01% | 23,121 | $652,706 | $1,041,370 | +$388,664 | +59.55% | |
| Gateway Wealth Partners, Llc | 0.03% | 23,102 | $652,160 | $1,040,514 | +$388,354 | +59.55% | |
| Ausdal Financial Partners, Inc. | 0.02% | 19,602 | $553,376 | $882,874 | +$329,498 | +59.54% | |
| Sweeney & Michel, Llc | 0.16% | 16,938 | $541,496 | $762,888 | +$221,392 | +40.89% | |
| Focus Partners Wealth | 0.00% | 17,255 | $487,109 | $777,165 | +$290,056 | +59.55% | |
| Clearstead Advisors, Llc | 0.00% | 17,150 | $484,145 | $772,436 | +$288,291 | +59.55% | |
| Mml Investors Services, Llc | 0.00% | 16,541 | $466,965 | $745,007 | +$278,042 | +59.54% | |
| Kestra Private Wealth Services, Llc | 0.01% | 16,486 | $465,407 | $742,529 | +$277,122 | +59.54% | |
| Wmg Financial Advisors, Llc | 0.19% | 16,135 | $455,491 | $726,720 | +$271,229 | +59.55% | |
| Waldron Private Wealth Llc | 0.02% | 15,621 | $440,978 | $703,570 | +$262,592 | +59.55% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,617 | $440,868 | $703,390 | +$262,522 | +59.55% | |
| Citadel Advisors Llc | 0.00% | 15,400 | $434,742 | $693,616 | +$258,874 | +59.55% | |
| Integrity Alliance, Llc. | 0.02% | 15,340 | $433,072 | $690,914 | +$257,842 | +59.54% | |
| Mariner, Llc | 0.00% | 15,001 | $423,488 | $675,645 | +$252,157 | +59.54% | |
| Envestnet Asset Management Inc | 0.00% | 13,323 | $376,105 | $600,068 | +$223,963 | +59.55% | |
| Bryn Mawr Trust Advisors, Llc | 0.02% | 13,020 | $367,555 | $586,421 | +$218,866 | +59.55% | |
| Western Wealth Management, Llc | 0.01% | 10,187 | $287,576 | $458,822 | +$171,246 | +59.55% | |
| Oxford Financial Group, Ltd. Llc | 0.01% | 9,854 | $278,178 | $443,824 | +$165,646 | +59.55% |
Frequently asked questions about WTAI
Who owns the most WTAI stock?
The largest holders of WTAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE AI AND INNOVATION (WTAI).
Is WTAI widely held by superinvestors?
Many widely followed stocks like WTAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WTAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.