WTAI · WisdomTree Artificial Intelligence and Innovation Fund ETF

Alerts for WTAI

$41.94 +1.41 (+3.48%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $1,946

Total Shares: 41

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 1 13F filers · Δ vs Dec 31, 2025

Top Holder

100.0%

+84.7 pts

Top 5

100.0%

+53.8 pts

Top 10

100.0%

+34.2 pts

HHI

10,000

Highly concentrated+9,374

Quarterly Activity

vs Dec 31, 2025

New

1

Increased

0

Decreased

0

Sold Out

87

Unchanged

0

Holder count: -86

Institutional value: -100.0%

Shares held: -100.0%

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)	Open
Small TUCKER ASSET MANAGEMENT LLC	41	$1,946

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)	Open
Mega LPL Financial LLC	674,173	$19,645,401
Small Horizon Wealth Management, LLC	528,351	$15,396,148
Mid Advisory Services Network, LLC	288,390	$8,403,684
Mega AMERIPRISE FINANCIAL INC	276,745	$8,064,349
Mid Hancock Prospecting Pty Ltd	274,505	$7,999,075

Filter: New 1 Increased 0 Reduced 0 Sold out 87 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

TUCKER ASSET MANAGEMENT LLC WTAI

$1,946

100.00%

41

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	276,745	$8,064,349	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	850	$24,769	0.6%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	34,486	$1,004,922	22.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	117,265	$3,417,102	76.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	115,750	$3,372,955	81.4%	Defined
Raymond James Financial Services Advisors, Inc.	26,427	$770,082	18.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	102,315	$2,981,459	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	702	$20,456	0.7%	Defined
ROCKEFELLER FINANCIAL LLC	93,672	$2,729,602	99.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	91,527	$2,667,096	98.0%	Defined
OSAIC INSTITUTIONS, INC.	450	$13,113	0.5%	Defined
Osaic Advisory Services, LLC	1,429	$41,641	1.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	52,737	$1,536,756	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	12,800	$372,992	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	11,219	$326,921	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	10,161	$296,091	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	6,677	$194,567	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	3,897	$113,558	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$29	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	3,499	$101,960	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	2,521	$73,461	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	2,000	$58,280	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cite Gestion SA	1,500	$43,710	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	550	$16,027	96.5%	Defined
Held directly	20	$582	3.5%	Defined