§ EQUITY
USDWTAI
WISDOMTREE AI AND INNOVATION
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 714K | 0.0% | +6% |
| Horizon Wealth Management, LLC | 550K | 2.3% | +4% |
| ASSETMARK, INC | 400K | 0.0% | +381159% |
| Kestra Advisory Services, LLC | 281K | 0.0% | +81% |
| Hancock Prospecting Pty Ltd | 275K | 0.2% | ±0% |
| Advisory Services Network, LLC | 273K | 0.1% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for WTAI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER85.2% · 106 holders
DEALER / BANK9.4% · 9 holders
QUALITY / COMPOUNDER4.9% · 2 holders
TACTICAL / MACRO0.3% · 1 holder
ACTIVIST0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WTAI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WTAI yet.