Vault-13

WISDOMTREE TR AIVL

US AI ENHANCED · ETP · CUSIP 97717W406

122 institutional holders +4 vs Q4 2025
901,030901.0k shares reported held*
$104.4mreported value*
13 new 34 added 35 reduced 7 sold out net bought ≈ $4.9m (+42.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $115.84. Options: 2 managers hold calls ($891.0k notional), 0 hold puts (—).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 121Q4 22: 125Q1 23: 119Q2 23: 114Q3 23: 112Q4 23: 120Q1 24: 119Q2 24: 117Q3 24: 122Q4 24: 118Q1 25: 121Q2 25: 122Q3 25: 117Q4 25: 118Q1 26: 122122Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022121
Q4 2022125
Q1 2023119
Q2 2023114
Q3 2023112
Q4 2023120
Q1 2024119
Q2 2024117
Q3 2024122
Q4 2024118
Q1 2025121
Q2 2025122
Q3 2025117
Q4 2025118
Q1 2026122

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 23 bought or addedQ2 24: 47 cut or sold outQ3 24: 36 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 26 bought or addedQ4 24: 46 cut or sold outQ1 25: 28 bought or addedQ1 25: 47 cut or sold outQ1 25Q2 25: 31 bought or addedQ2 25: 40 cut or sold outQ3 25: 30 bought or addedQ3 25: 46 cut or sold outQ3 25Q4 25: 31 bought or addedQ4 25: 44 cut or sold outQ1 26: 47 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242347
Q3 20243638
Q4 20242646
Q1 20252847
Q2 20253140
Q3 20253046
Q4 20253144
Q1 20264742

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $891.0kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$891.0k$00.00

Biggest buyers

Westside Investment Management, Inc. Added +20,605+20.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +15,115+15.1k
ENVESTNET ASSET MANAGEMENT INC New +7,399+7.4k
VestGen Advisors, LLC New +7,132+7.1k
FLOW TRADERS U.S. LLC New +2,956+3.0k
LPL Financial LLC Added +2,575+2.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +2,168+2.2k
Merit Financial Group, LLC New +1,838+1.8k
Sequent Planning LLC New +1,786+1.8k
Tower Research Capital LLC (TRC) New +1,682+1.7k

Biggest sellers

ROYAL BANK OF CANADA Reduced -10,967-11.0k
Corient Private Wealth LP Reduced -2,783-2.8k
Apollon Wealth Management, LLC Reduced -2,583-2.6k
Avant Capital LLC Sold out -2,026-2.0k
Mengis Capital Management, Inc. Sold out -1,795-1.8k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -1,763-1.8k
RAYMOND JAMES FINANCIAL INC Reduced -1,692-1.7k
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Reduced -1,500-1.5k
FOUNDERS GROVE WEALTH PARTNERS, LLC Reduced -1,086-1.1k
UBS Group AG Reduced -1,027-1.0k

Biggest calls

CITADEL ADVISORS LLC New $613.3k5.3k shares
JANE STREET GROUP, LLC New $277.7k2.4k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jaffetilchin Investment Partners, LLC 0.62% of their portfolio TAMPA, FL 90,13990.1k $10.4m $10.4m 0.62% Added +277 +277
2 Noble Family Wealth, LLC 2.10% of their portfolio Clearwater, FL 88,07588.1k $10.2m $10.2m 2.10% Reduced -750 -750
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 80,75880.8k $9.3m $9.3m 0.00% Added +1.3k +1,294
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,75350.8k $5.9m $5.9m 0.00% Added +2.6k +2,575
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 30,85930.9k $3.6m $3.6m 0.01% Reduced -66 -66
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,90927.9k $3.2m $3.2m 0.00% Added +2.2k +2,168
7 Salomon & Ludwin, LLC 0.27% of their portfolio RICHMOND, VA 25,28325.3k $3.0m $3.0m 0.27% Reduced -215 -215
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,80224.8k $2.9m $2.9m 0.00% Reduced -11.0k -10,967
9 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.62% of their portfolio RICHMOND, VA 23,49323.5k $2.7m $2.7m 0.62% Reduced -1.1k -1,086
10 WealthBridge Capital Management, LLC 0.56% of their portfolio WESTERVILLE, OH 21,08521.1k $2.4m $2.4m 0.56% Added +3 +3
11 Westside Investment Management, Inc. 0.37% of their portfolio SANTA MONICA, CA 20,95521.0k $2.4m $2.4m 0.37% Added +20.6k +20,605
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,33619.3k $2.2m $2.2m 0.00% Added +15.1k +15,115
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,58418.6k $2.2m $2.2m 0.00% Reduced -1.7k -1,692
14 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 16,27116.3k $1.9m $1.9m 0.01% Reduced -82 -82
15 Biondo Investment Advisors, LLC 0.20% of their portfolio MILFORD, PA 13,63313.6k $1.6m $1.6m 0.20% Added +215 +215
16 Well Done, LLC 0.23% of their portfolio HOLLAND, MI 13,33713.3k $1.5m $1.5m 0.23% Added +212 +212
17 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,24513.2k $1.5m $1.5m 0.00% Added +47 +47
18 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.19% of their portfolio FORT WORTH, TX 11,90011.9k $1.4m $1.4m 0.19% Reduced -1.5k -1,500
19 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 11,63311.6k $1.3m $1.3m 0.02% Reduced -510 -510
20 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 11,59311.6k $1.3m $1.3m 0.02% Reduced -2.6k -2,583
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,03711.0k $1.3m $1.3m 0.00% Added +676 +676
22 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 10,57610.6k $1.2m $1.2m 0.02% Reduced -404 -404
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 8,5758.6k $992.2k $992.2k 0.00% Added +512 +512
24 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,7267.7k $893.9k $893.9k 0.00% Reduced -248 -248
25 ROBINSON SMITH WEALTH ADVISORS LLC 0.60% of their portfolio South Portland, ME 7,6237.6k $882.0k $882.0k 0.60% Unchanged
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,5287.5k $871.0k $871.0k 0.00% Unchanged
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,3997.4k $856.1k $856.1k 0.00% New
28 AMARILLO NATIONAL BANK 0.15% of their portfolio AMARILLO, TX 7,2067.2k $833.8k $833.8k 0.15% Added +175 +175
29 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 7,1327.1k $886.0k $886.0k 0.02% New
30 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 6,7286.7k $778.5k $778.5k 0.08% Reduced -208 -208
31 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 6,3996.4k $740.4k $740.4k 0.11% Reduced -21 -21
32 Dickmeyer Boyce Financial Management, Inc. 0.43% of their portfolio FORT WAYNE, IN 6,3496.3k $734.6k $734.6k 0.43% First filing
33 Destiny Wealth Partners, LLC 0.08% of their portfolio TAVARES, FL 6,1206.1k $708.1k $708.1k 0.08% Unchanged
34 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 5,8985.9k $682.5k $682.5k 0.00% Reduced -349 -349
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,8685.9k $678.9k $678.9k 0.00% Added +201 +201
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,7305.7k $663.0k $663.0k 0.00% Added +108 +108
37 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,5385.5k $640.8k $640.8k 0.01% Added +2 +2
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,4455.4k $630.0k $630.0k 0.00% Reduced -291 -291
39 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,0495.0k $580.2k $580.2k 0.00% Added +6 +6
40 Decker Wealth Management LLC 0.13% of their portfolio NASHVILLE, TN 4,8814.9k $564.8k $564.8k 0.13% Reduced -175 -175
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,8274.8k $558.6k $558.6k 0.00% Reduced -1 -1
42 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,6504.7k $538.1k $538.1k 0.00% Added +905 +905
43 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,4594.5k $515.9k $515.9k 0.00% Unchanged
44 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 4,2284.2k $489.2k $489.2k 0.02% Unchanged
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,2014.2k $486.1k $486.1k 0.00% Reduced -41 -41
46 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 0.29% of their portfolio PORTAGE, MI 4,0854.1k $472.7k $472.7k 0.29% Unchanged
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,0434.0k $467.8k $467.8k 0.00% Added +1.5k +1,489
48 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,0004.0k $462.8k $462.8k 0.00% Unchanged
49 KINTRA WEALTH, LLC 0.03% of their portfolio WILLIAMSPORT, PA 3,9814.0k $460.7k $460.7k 0.03% Added +1.2k +1,242
50 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,8813.9k $449.1k $449.1k 0.00% Reduced -56 -56
51 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 3,8113.8k $441.0k $441.0k 0.05% Reduced -11 -11
52 MLP3, LLC 0.48% of their portfolio LINWOOD, NJ 3,7623.8k $435.3k $435.3k 0.48% Unchanged
53 Nadler Financial Group, Inc. 0.04% of their portfolio DEERFIELD, IL 3,7303.7k $431.6k $431.6k 0.04% Reduced -325 -325
54 Performance Wealth Partners, LLC 0.01% of their portfolio HINSDALE, IL 3,7273.7k $431.2k $431.2k 0.01% Reduced -20 -20
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,5073.5k $405.8k $405.8k 0.00% Unchanged
56 RS CRUM INC. 0.08% of their portfolio Newport Beach, CA 3,4153.4k $395.1k $395.1k 0.08% Unchanged
57 Graves Light Lenhart Wealth, Inc. 0.04% of their portfolio HARRISONBURG, VA 3,3253.3k $384.7k $384.7k 0.04% Reduced -82 -82
58 Aspen Grove Capital, LLC 0.07% of their portfolio AVON, CO 3,0003.0k $347.1k $347.1k 0.07% Unchanged
59 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 2,9563.0k $342.0k $342.0k 0.01% New
60 LGL PARTNERS, LLC 0.14% of their portfolio PHILADELPHIA, PA 2,9372.9k $339.9k $339.9k 0.14% Added +9 +9
61 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 2,9032.9k $335.9k $335.9k 0.00% Unchanged
62 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 2,8752.9k $332.7k $332.7k 0.02% Unchanged
63 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 2,8402.8k $345.0k $345.0k 0.03% Unchanged
64 WEBSTER BANK, N. A. 0.03% of their portfolio WATERBURY, CT 2,7042.7k $312.9k $312.9k 0.03% Reduced -326 -326
65 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 2,6882.7k $311.0k $311.0k 0.02% Unchanged
66 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,6472.6k $306.3k $306.3k 0.01% Unchanged
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,4932.5k $288.5k $288.5k 0.00% Added +1 +1
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,4742.5k $286.2k $286.2k 0.00% Added +2 +2
69 Mezzasalma Advisors, LLC 0.07% of their portfolio TINTON FALLS, NJ 2,3652.4k $273.6k $273.6k 0.07% Added +7 +7
70 Fingerlakes Wealth Management, Inc. 0.17% of their portfolio ITHACA, NY 2,2592.3k $261.4k $261.4k 0.17% Reduced -248 -248
71 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 2,2152.2k $256.3k $256.3k 0.00% Reduced -40 -40
72 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,1632.2k $250.3k $250.3k 0.00% Reduced -387 -387
73 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,1242.1k $245.8k $245.8k 0.01% Unchanged
74 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,1032.1k $243.3k $243.3k 0.00% Unchanged
75 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 2,0572.1k $236.5k $236.5k 0.01% Unchanged
76 Cladis Investment Advisory, LLC 0.13% of their portfolio BILLINGS, MT 2,0002.0k $231.4k $231.4k 0.13% Unchanged
77 AUGUSTINE ASSET MANAGEMENT INC 0.05% of their portfolio JACKSONVILLE, FL 1,9872.0k $229.9k $229.9k 0.05% Unchanged
78 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 1,8381.8k $212.7k $212.7k 0.00% New
79 Key Financial Inc 0.04% of their portfolio WEST CHESTER, PA 1,8381.8k $212.7k $212.7k 0.04% Unchanged
80 Sequent Planning LLC 0.05% of their portfolio OMAHA, NE 1,7861.8k $206.7k $206.7k 0.05% New
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,7341.7k $200.6k $200.6k 0.00% Added +1.4k +1,410
82 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 1,7291.7k $200.1k $200.1k 0.00% Reduced -2.8k -2,783
83 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 1,6821.7k $194.6k $194.6k 0.01% New
84 Steigerwald, Gordon & Koch Inc. 0.02% of their portfolio LEESBURG, VA 1,6711.7k $193.4k $193.4k 0.02% Unchanged
85 BELLEVUE ASSET MANAGEMENT, LLC 0.07% of their portfolio BELLEVUE, WA 1,2711.3k $147.1k $147.1k 0.07% Added +1 +1
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1721.2k $135.6k $135.6k 0.00% Added +2 +2
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,1411.1k $130.4k $130.4k 0.00% Added +313 +313
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1111.1k $129.8k $129.8k 0.00% Unchanged
89 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.03% of their portfolio WALTHAM, MA 1,0001.0k $115.7k $115.7k 0.03% Unchanged
90 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 973973 $112.6k $112.6k 0.00% Unchanged
91 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 905905 $104.7k $104.7k 0.00% New
92 FMR LLC 0.00% of their portfolio BOSTON, MA 824824 $95.4k $95.4k 0.00% Added +160 +160
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 816816 $94.4k $94.4k 0.00% Unchanged
94 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 740740 $85.6k $85.6k 0.00% Unchanged
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 658658 $74.7k $74.7k 0.00% Added +168 +168
96 ARCADIA INVESTMENT ADVISORS LLC 0.04% of their portfolio EAGLE, ID 643643 $74.4k $74.4k 0.04% Unchanged
97 Independence Bank of Kentucky 0.01% of their portfolio OWENSBORO, KY 625625 $72.3k $72.3k 0.01% Unchanged
98 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 580580 $67.1k $67.1k 0.00% Reduced -42 -42
99 UBS Group AG 0.00% of their portfolio ZURICH, V8 498498 $57.6k $57.6k 0.00% Reduced -1.0k -1,027
100 Bravera Wealth 0.03% of their portfolio BISMARCK, ND 488488 $56.5k $56.5k 0.03% Unchanged