Vault-13

WISDOMTREE TR AIVL

US AI ENHANCED · ETP · CUSIP 97717W406

129 institutional holders +7 vs Q1 2026
827,861827.9k shares reported held*
$108.5mreported value*
14 new 31 added 39 reduced 4 sold out net bought ≈ $1.2m (+9.6k 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 ≈ $131.07. Options: 2 managers hold calls ($1.0m notional), 0 hold puts (—).

Trends to Q2 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: 122Q2 26: 129129Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026129

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 36 bought or addedQ3 24: 38 cut or sold outQ4 24: 26 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 47 cut or sold outQ2 25: 31 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 46 cut or sold outQ4 25: 31 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 47 bought or addedQ1 26: 42 cut or sold outQ2 26: 45 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243638
Q4 20242646
Q1 20252847
Q2 20253140
Q3 20253046
Q4 20253144
Q1 20264742
Q2 20264543

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.00Q2 26 calls: $1.0mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$891.0k$00.00
Q2 2026$1.0m$00.00

Biggest buyers

Integrated Advisors Network LLC New +14,970+15.0k
Cambridge Investment Research Advisors, Inc. Added +5,576+5.6k
Arax Advisory Partners New +5,324+5.3k
Mariner, LLC Added +5,097+5.1k
JANE STREET GROUP, LLC New +4,845+4.8k
ROYAL BANK OF CANADA Added +3,810+3.8k
AXXCESS WEALTH MANAGEMENT, LLC New +1,763+1.8k
Avant Capital LLC New +1,723+1.7k
Mengis Capital Management, Inc. New +1,670+1.7k
FLOW TRADERS U.S. LLC Added +1,312+1.3k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,066-7.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,461-6.5k
Destiny Wealth Partners, LLC Sold out -6,120-6.1k
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Sold out -4,085-4.1k
VestGen Advisors, LLC Reduced -3,566-3.6k
WELLS FARGO & COMPANY/MN Reduced -1,806-1.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -1,522-1.5k
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. Reduced -1,500-1.5k
Kestra Advisory Services, LLC Reduced -1,303-1.3k
CITADEL ADVISORS LLC Reduced -1,128-1.1k

Biggest calls

CITADEL ADVISORS LLC Added $721.2k5.5k shares
JANE STREET GROUP, LLC Unchanged $314.7k2.4k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Noble Family Wealth, LLC 2.05% of their portfolio Clearwater, FL 87,29187.3k $11.4m $11.4m 2.05% Reduced -784 -784
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 80,68980.7k $10.6m $10.6m 0.00% Reduced -69 -69
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 51,48751.5k $6.8m $6.8m 0.00% Added +734 +734
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,97731.0k $4.1m $4.1m 0.00% Added +118 +118
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,61228.6k $3.8m $3.8m 0.00% Added +3.8k +3,810
6 Salomon & Ludwin, LLC 0.27% of their portfolio RICHMOND, VA 24,85624.9k $3.2m $3.2m 0.27% Reduced -427 -427
7 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.61% of their portfolio RICHMOND, VA 23,36223.4k $3.1m $3.1m 0.61% Reduced -131 -131
8 WealthBridge Capital Management, LLC 0.54% of their portfolio WESTERVILLE, OH 20,86520.9k $2.7m $2.7m 0.54% Reduced -220 -220
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,84320.8k $2.7m $2.7m 0.00% Reduced -7.1k -7,066
10 Westside Investment Management, Inc. 0.36% of their portfolio SANTA MONICA, CA 20,81120.8k $2.7m $2.7m 0.36% Reduced -144 -144
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,92417.9k $2.4m $2.4m 0.00% Reduced -660 -660
12 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 16,14916.1k $2.1m $2.1m 0.01% Reduced -122 -122
13 Integrated Advisors Network LLC 0.09% of their portfolio DALLAS, TX 14,97015.0k $2.0m $2.0m 0.09% New
14 Biondo Investment Advisors, LLC 0.22% of their portfolio MILFORD, PA 13,87513.9k $1.8m $1.8m 0.22% Added +242 +242
15 Well Done, LLC 0.23% of their portfolio HOLLAND, MI 13,28113.3k $1.7m $1.7m 0.23% Reduced -56 -56
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,87512.9k $1.7m $1.7m 0.00% Reduced -6.5k -6,461
17 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,71412.7k $1.7m $1.7m 0.00% Reduced -531 -531
18 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 12,11812.1k $1.6m $1.6m 0.02% First filing
19 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 11,53311.5k $1.5m $1.5m 0.02% Reduced -60 -60
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,30611.3k $1.5m $1.5m 0.00% Added +5.6k +5,576
21 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 11,04111.0k $1.4m $1.4m 0.02% Reduced -592 -592
22 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.16% of their portfolio FORT WORTH, TX 10,40010.4k $1.4m $1.4m 0.16% Reduced -1.5k -1,500
23 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 10,26410.3k $1.3m $1.3m 0.02% Reduced -312 -312
24 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,2989.3k $1.2m $1.2m 0.00% Added +5.1k +5,097
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,2319.2k $1.2m $1.2m 0.00% Reduced -1.8k -1,806
26 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 8,2568.3k $1.1m $1.1m 0.01% Reduced -319 -319
27 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,7477.7k $1.0m $1.0m 0.00% Added +21 +21
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,5197.5k $986.0k $986.0k 0.00% Reduced -9 -9
29 ROBINSON SMITH WEALTH ADVISORS LLC 0.57% of their portfolio South Portland, ME 7,3167.3k $959.3k $959.3k 0.57% Reduced -307 -307
30 AMARILLO NATIONAL BANK 0.15% of their portfolio AMARILLO, TX 7,0317.0k $922.0k $922.0k 0.15% Reduced -175 -175
31 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 6,7136.7k $880.3k $880.3k 0.08% Reduced -15 -15
32 Kelman-Lazarov, Inc. 0.11% of their portfolio MEMPHIS, TN 6,3876.4k $837.6k $837.6k 0.11% Reduced -12 -12
33 Dickmeyer Boyce Financial Management, Inc. 0.42% of their portfolio FORT WAYNE, IN 6,1906.2k $811.8k $811.8k 0.42% Reduced -159 -159
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,8775.9k $770.6k $770.6k 0.00% Reduced -1.5k -1,522
35 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,7225.7k $750.4k $750.4k 0.00% Added +277 +277
36 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 5,6975.7k $747.1k $747.1k 0.00% Reduced -201 -201
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,6715.7k $743.6k $743.6k 0.00% Reduced -197 -197
38 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,5405.5k $726.5k $726.5k 0.01% Added +2 +2
39 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,3245.3k $698.1k $698.1k 0.00% New
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,8524.9k $636.2k $636.2k 0.00% Reduced -197 -197
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,8454.8k $635.3k $635.3k 0.00% New
42 Decker Wealth Management LLC 0.13% of their portfolio NASHVILLE, TN 4,7664.8k $625.0k $625.0k 0.13% Reduced -115 -115
43 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,4594.5k $584.7k $584.7k 0.00% Unchanged
44 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 4,2684.3k $560.0k $560.0k 0.02% Added +1.3k +1,312
45 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 4,2284.2k $554.4k $554.4k 0.02% Unchanged
46 KINTRA WEALTH, LLC 0.03% of their portfolio WILLIAMSPORT, PA 4,0134.0k $545.6k $545.6k 0.03% Added +32 +32
47 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,0004.0k $524.5k $524.5k 0.00% Unchanged
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,9514.0k $518.1k $518.1k 0.00% Reduced -876 -876
49 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,8823.9k $509.0k $509.0k 0.00% Added +1 +1
50 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 3,8233.8k $501.4k $501.4k 0.05% Added +12 +12
51 Nadler Financial Group, Inc. 0.04% of their portfolio DEERFIELD, IL 3,7303.7k $489.1k $489.1k 0.04% Unchanged
52 Performance Wealth Partners, LLC 0.01% of their portfolio HINSDALE, IL 3,7273.7k $488.7k $488.7k 0.01% Unchanged
53 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 3,5663.6k $467.6k $467.6k 0.01% Reduced -3.6k -3,566
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,5073.5k $459.9k $459.9k 0.00% Unchanged
55 RS CRUM INC. 0.08% of their portfolio Newport Beach, CA 3,4153.4k $447.8k $447.8k 0.08% Unchanged
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,3473.3k $438.9k $438.9k 0.00% Reduced -1.3k -1,303
57 Graves Light Lenhart Wealth, Inc. 0.04% of their portfolio HARRISONBURG, VA 3,3253.3k $436.0k $436.0k 0.04% Unchanged
58 Aspen Grove Capital, LLC 0.06% of their portfolio AVON, CO 3,0003.0k $393.4k $393.4k 0.06% Unchanged
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,9152.9k $382.2k $382.2k 0.00% Reduced -1.1k -1,128
60 LGL PARTNERS, LLC 0.14% of their portfolio PHILADELPHIA, PA 2,9092.9k $381.4k $381.4k 0.14% Reduced -28 -28
61 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 2,9032.9k $380.7k $380.7k 0.00% Unchanged
62 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 2,8752.9k $377.0k $377.0k 0.02% Unchanged
63 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,8742.9k $376.8k $376.8k 0.01% Added +227 +227
64 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 2,8402.8k $372.4k $372.4k 0.02% Unchanged
65 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 2,6882.7k $352.5k $352.5k 0.02% Unchanged
66 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,6512.7k $347.6k $347.6k 0.00% Added +177 +177
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,4962.5k $327.2k $327.2k 0.00% Added +3 +3
68 WEBSTER BANK, N. A. 0.03% of their portfolio WATERBURY, CT 2,3802.4k $312.1k $312.1k 0.03% Reduced -324 -324
69 Mezzasalma Advisors, LLC 0.06% of their portfolio TINTON FALLS, NJ 2,3742.4k $311.3k $311.3k 0.06% Added +9 +9
70 Fingerlakes Wealth Management, Inc. 0.16% of their portfolio ITHACA, NY 2,2682.3k $297.4k $297.4k 0.16% Added +9 +9
71 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 2,2562.3k $295.8k $295.8k 0.00% Added +527 +527
72 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 2,1802.2k $285.9k $285.9k 0.00% Reduced -35 -35
73 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,1242.1k $278.5k $278.5k 0.01% Unchanged
74 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,1032.1k $275.8k $275.8k 0.00% Unchanged
75 Sequent Planning LLC 0.06% of their portfolio OMAHA, NE 2,0772.1k $272.4k $272.4k 0.06% Added +291 +291
76 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 2,0572.1k $238.0k $238.0k 0.01% Unchanged
77 Cladis Investment Advisory, LLC 0.12% of their portfolio BILLINGS, MT 2,0002.0k $262.3k $262.3k 0.12% Unchanged
78 AUGUSTINE ASSET MANAGEMENT INC 0.05% of their portfolio JACKSONVILLE, FL 1,9872.0k $260.6k $260.6k 0.05% Unchanged
79 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 1,8411.8k $241.4k $241.4k 0.00% Added +3 +3
80 Key Financial Inc 0.04% of their portfolio WEST CHESTER, PA 1,8391.8k $241.1k $241.1k 0.04% Added +1 +1
81 TRUST CO OF VERMONT 0.01% of their portfolio BRATTLEBORO, VT 1,8001.8k $236.0k $236.0k 0.01% First filing
82 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 1,7631.8k $231.2k $231.2k 0.00% New
83 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 1,7361.7k $227.6k $227.6k 0.01% Added +54 +54
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,7341.7k $227.4k $227.4k 0.00% Unchanged
85 Avant Capital LLC 0.14% of their portfolio LAFAYETTE, LA 1,7231.7k $226.0k $226.0k 0.14% New
86 Steigerwald, Gordon & Koch Inc. 0.02% of their portfolio LEESBURG, VA 1,6711.7k $219.2k $219.2k 0.02% Unchanged
87 Mengis Capital Management, Inc. 0.03% of their portfolio PORTLAND, OR 1,6701.7k $219.0k $219.0k 0.03% New
88 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,4041.4k $183.5k $183.5k 0.00% Added +263 +263
89 BELLEVUE ASSET MANAGEMENT, LLC 0.08% of their portfolio BELLEVUE, WA 1,2731.3k $167.0k $167.0k 0.08% Added +2 +2
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1721.2k $153.7k $153.7k 0.00% Unchanged
91 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1111.1k $145.7k $145.7k 0.00% Unchanged
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,1031.1k $144.6k $144.6k 0.00% New
93 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0331.0k $135.4k $135.4k 0.00% Added +209 +209
94 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.04% of their portfolio WALTHAM, MA 1,0001.0k $131.1k $131.1k 0.04% Unchanged
95 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 973973 $127.6k $127.6k 0.00% Unchanged
96 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 816816 $107.0k $107.0k 0.00% Unchanged
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 784784 $102.8k $102.8k 0.00% Added +501 +501
98 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 740740 $97.0k $97.0k 0.00% Unchanged
99 ARCADIA INVESTMENT ADVISORS LLC 0.04% of their portfolio EAGLE, ID 643643 $84.3k $84.3k 0.04% Unchanged
100 Independence Bank of Kentucky 0.01% of their portfolio OWENSBORO, KY 625625 $82.0k $82.0k 0.01% Unchanged