WTAI institutional holders

WisdomTree Artificial Intelligence and Innovation Fund · 165 reporting institutions · $284.5M reported value

Funds that can replace WTAI · WTAI return decomposition

Institutional holdings

Institutions reporting WTAI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$43.1M23,4582026-06-30
Horizon Wealth Management$17M62026-06-30
Ameriprise Financial Inc$15.6M02026-06-30
Kestra Advisory Services, LLC$14.3M1,4792026-06-30
Hancock Prospecting Pty Ltd$13M02026-06-30
Advisory Services Network$12.8M2532026-06-30
Quattro Advisors LLC$11.8M52026-06-30
Assetmark, Inc$11.4M2202026-06-30
Jpmorgan Chase & Co$10.4M02026-06-30
Jane Street Group, LLC$9.7M02026-06-30
Advocacy Wealth Management, LLC$9.4M302026-06-30
Raymond James Financial Inc$8.6M02026-06-30
Bank of America Corp /de$6.7M02026-06-30
Commonwealth Equity Services, LLC$5.7M2,8632026-06-30
Prospera Financial Services, Inc.$4.8M2702026-06-30
Osaic Holdings, Inc.$4.7M02026-06-30
Truist Financial Corp$4.5M02026-06-30
Perigon Wealth Management, LLC$4M922026-06-30
Tradition Wealth Management, LLC$3.7M232026-06-30
Berbice Capital Management LLC$3.6M02026-06-30
Rockefeller Capital Management LP$3.4M3462026-06-30
Advisornet Wealth Partners$3.3M582026-06-30
Clg LLC$3.3M232026-06-30
Stifel Financial Corp$3.1M02026-06-30
Cetera Investment Advisers$2.8M10,3702026-06-30
Integrated Advisors Network LLC$2.6M792026-06-30
Waddell & Associates, LLC$2.6M02026-06-30
Private Advisor Group, LLC$2.4M9272026-06-30
Creative Financial Designs Inc /adv$2.2M02026-06-30
Modern Wealth Management, LLC$1.5M1612026-06-30
Marshall Wace, LLP$1.5M02026-06-30
Nwam LLC$1.4M622026-06-30
MML Investors Services, LLC$1.3M5,1202026-06-30
Creative Planning$1.2M1,1712026-06-30
Belpointe Asset Management LLC$1.1M1702026-06-30
Independent Financial Group, LLC$1.1M4812026-06-30
Clearstead; Clearstead Advisory Solutions$1M642026-06-30
Wmg Financial Advisors, LLC$965.3K142026-06-30
Kovack Advisors, Inc.$956.9K2582026-06-30
Ausdal Financial Partners, Inc.$942K1892026-06-30
Bison Wealth, LLC$936K612026-06-30
Solstein Capital, LLC$891.5K22026-06-30
Envestnet Pmc$874.9K602026-06-30
Focus Partners Wealth$826K1,0482026-06-30
Kestra Private Wealth Services, LLC$796.7K2062026-06-30
Integrity Alliance, Llc.$761.4K3532026-06-30
Mariner, LLC$759.6K02026-06-30
Waldron Private Wealth$741.5K422026-06-30
Steward Partners Investment Advisory, LLC$737.9K4812026-06-30
Sweeney & Michel, LLC$692.9K32026-06-30
Watts Gwilliam & Company, LLC$611.1K92025-09-30
Bryn Mawr Trust Advisors, LLC$598.4K552026-06-30
Gateway Wealth Partners, LLC$539.3K1012026-06-30
Oxford Financial Group, Ltd. LLC$467.8K502026-06-30
Western Wealth Management, LLC$466.5K1122026-06-30
Tulsa Wealth Advisors, Inc$466.5K172026-06-30
Evanson Financial, LLC$454.1K42026-06-30
Acorn Wealth Advisors, LLC$433.5K52026-06-30
Highpoint Advisor Group LLC$433.4K1142026-06-30
Chicago Oakbrook Financial Group$429.4K102026-06-30
Wealthcare Advisory Partners LLC$426.3K1702026-06-30
Hightower Advisors, LLC$424.1K1,0462026-06-30
Morgan Stanley$420.1K23,1852026-06-30
International Assets Investment Management, LLC$404.4K1222026-06-30
Procyon$404.2K532026-06-30
Key Financial, Inc.$402.5K82026-06-30
W.H. Cornerstone Investments Inc.$397.8K42026-06-30
Geneos Wealth Management, Inc.$385.7K1932026-06-30
Cerity Partners LLC$376.6K7772026-06-30
Clearwater Capital Advisors, LLC$375.7K152026-06-30
Strategic Blueprint, LLC$367.5K552026-06-30
Sherman Asset Management, Inc.$340.2K12026-06-30
Arkadios Wealth Advisors$332K2262026-06-30
Gwn Securities Inc.$330.6K4492026-06-30
Insigneo Advisory Services, LLC$329.4K2252026-06-30
Capital Investment Counsel, LLC$329.2K52026-06-30
Halbert Hargrove Global Advisors, LLC$328.6K432026-06-30
Valmark Advisers, Inc.$328.1K2952026-06-30
Fox Hill Wealth Management$327.5K62026-06-30
Ashton Thomas Private Wealth, LLC$326.8K962026-06-30
Atria Investments, Inc$323.8K62026-06-30
Oxinas Partners Wealth Management$318.8K72026-06-30
Provident Wealth Management, LLC$318.8K52026-06-30
Mra Advisory Group$318.5K82026-06-30
Bentoak Capital$318K192026-06-30
Newedge Advisors$315.4K6012026-06-30
Peddock Capital Advisors, LLC$296.9K52026-06-30
Argent Trust Co$289K02026-06-30
Onedigital Investment Advisors LLC$274.9K3862026-06-30
Midfirst Bank$273.6K02026-06-30
Cascade Financial Partners, LLC$270.2K72026-06-30
Evanson Asset Management, LLC$270K02026-03-31
Barry Investment Advisors, LLC$265.9K82026-06-30
Flagship Harbor Advisors, LLC$262.4K602026-06-30
Cary Street Partners Financial LLC$261.8K02026-06-30
Goldman Sachs Group Inc$261.8K02026-06-30
Transcend Capital Advisors, LLC$260.1K02026-06-30
Smartleaf Asset Management LLC$258.6K92026-06-30
Lido Advisors, LLC$252.2K3202026-06-30
Savant Wealth Management$247.2K4052026-06-30
Kpp Advisory Services LLC$244.6K222026-06-30
Certified Advisory Corp$232.6K172026-06-30
Regions Financial Corp$229.6K02026-06-30
Vise Technologies, Inc.$219.9K02026-06-30
United Capital Financial Advisors, LLC$214K1662026-06-30
Apollon Financial, LLC$210.8K202026-06-30
Aries Wealth Management$207.1K42026-06-30
Retirement Planning Group, LLC$204.5K02026-06-30
Total Clarity Wealth Management, Inc.$201.2K222026-06-30
Harbor Investment Advisory, LLC$191K312026-06-30
Arax Advisory Partners$189.9K2322026-06-30
Harbour Investments, Inc.$181.6K2472026-06-30
Ae Wealth Management LLC$164.2K4712026-06-30
Northwestern Mutual Wealth Management Co$162.3K02026-06-30
Cranbrook Wealth Management, LLC$153.3K52026-06-30
Farther Finance Advisors, LLC$135.4K3342026-06-30
Wolff Wiese Magana LLC$134.2K42026-06-30
Larson Financial Group LLC$118.7K672026-06-30
Allsquare Wealth Management LLC$114.9K42025-09-30
Allworth Financial, LP$100.8K3172026-06-30
Financial Consulate, Inc$100.2K132026-06-30
Center for Financial Planning Inc$95.1K172026-06-30
PNC Financial Services Group, Inc.$94.9K02026-06-30
Glassman Wealth Services$94.9K142026-06-30
Frazier Financial Advisors, LLC$93K112026-06-30
Fmr LLC$86.1K02026-06-30
Private Trust Co NA$84.2K02026-06-30
Integrated Wealth Concepts LLC$81.9K4802026-06-30
CIBC Private Wealth Group LLC$73.5K02025-12-31
Efg International AG$71.2K02026-06-30
Global Retirement Partners LLC$68.5K4912026-06-30
Aptus Capital Advisors, LLC$50.8K212026-06-30
Prestige Wealth Management Group LLC$49.8K62026-06-30
Jnba Financial Advisors$47.5K302026-06-30
Epg Wealth Management LLC$47.5K112026-06-30
UBS Group AG$46.5K02026-06-30
Kingdom Financial Group Llc.$43.3K152026-06-30
US Bancorp$38.3K02026-06-30
Provenance Wealth Advisors$36.5K182026-06-30
Woodard & Co Asset Management Group Inc /adv$30.9K52026-06-30
Comprehensive Financial Planning, Inc./pa$29.1K02026-06-30
Glen Eagle Advisors, LLC$28.5K132026-06-30
Mcf Advisors LLC$27.8K332026-06-30
Allied Private Wealth LLC$21.3K32026-06-30
Gen-Wealth Partners Inc$19.8K82026-06-30
Golden State Wealth Management, LLC$19.3K472026-06-30
Founders Financial Alliance, LLC$15.2K322026-06-30
Evolution Wealth Management Inc.$15K32026-06-30
Wiser Advisor Group LLC$14.8K32026-06-30
Compass Financial Management LLC$13K462026-06-30
Ifp Advisors, Inc$11.9K3182026-06-30
Wells Fargo & Company/mn$10K02026-06-30
Accredited Wealth Management, LLC$7.7K02025-09-30
Cwm, LLC$4.6K6672026-03-31
Federation Des Caisses Desjardins Du Quebec$4K02026-06-30
Citigroup Inc$3.8K02026-06-30
Janney Montgomery Scott LLC$3K1,3422026-06-30
Murphy & Mullick Capital Management Corp$3K22026-06-30
Atlantic Union Bankshares Corp$2.4K02026-06-30
Tucker Asset Management LLC$1.9K602026-06-30
Ameritas Advisory Services, LLC$1.5K5502026-06-30
Cambridge Investment Research Advisors, Inc.$7233,9402026-03-31
Wedbush Securities Inc$2452202026-06-30
Forum Finance Group S.A.$7212026-06-30
Centerpoint Advisors, LLC$2792026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30