Vault-13

WISDOMTREE TR WTAI

ARTIFICIAL INTEL · ETP · CUSIP 97717Y543

121 institutional holders -2 vs Q4 2025
5,757,3935.8m shares reported held*
$162.5mreported value*
12 new 44 added 30 reduced 13 sold out net bought ≈ $21.3m (+755.7k 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 ≈ $28.23.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 3Q4 22: 2Q1 23: 6Q2 23: 35Q3 23: 58Q4 23: 69Q1 24: 79Q2 24: 92Q3 24: 89Q4 24: 93Q1 25: 93Q2 25: 97Q3 25: 107Q4 25: 123Q1 26: 121121Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20236
Q2 202335
Q3 202358
Q4 202369
Q1 202479
Q2 202492
Q3 202489
Q4 202493
Q1 202593
Q2 202597
Q3 2025107
Q4 2025123
Q1 2026121

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 51 bought or addedQ2 24: 29 cut or sold outQ3 24: 35 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 37 bought or addedQ4 24: 35 cut or sold outQ1 25: 42 bought or addedQ1 25: 34 cut or sold outQ1 25Q2 25: 43 bought or addedQ2 25: 36 cut or sold outQ3 25: 54 bought or addedQ3 25: 31 cut or sold outQ3 25Q4 25: 73 bought or addedQ4 25: 30 cut or sold outQ1 26: 56 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245129
Q3 20243542
Q4 20243735
Q1 20254234
Q2 20254336
Q3 20255431
Q4 20257330
Q1 20265643

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 25 calls: $240.7kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $317.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $373.0kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$240.7k$00.00
Q3 2025$317.0k$00.00
Q4 2025$373.0k$00.00
Q1 2026$0$0—

Biggest buyers

ASSETMARK, INC Added +400,217+400.2k
JPMORGAN CHASE & CO Added +254,203+254.2k
Kestra Advisory Services, LLC Added +125,510+125.5k
Janney Montgomery Scott LLC Added +45,611+45.6k
LPL Financial LLC Added +39,938+39.9k
Advocacy Wealth Management, LLC Added +35,553+35.6k
Quattro Advisors LLC Added +33,402+33.4k
Berbice Capital Management LLC Added +24,501+24.5k
Tradition Wealth Management, LLC Added +21,801+21.8k
Horizon Wealth Management, LLC Added +21,742+21.7k

Biggest sellers

FLOW TRADERS U.S. LLC Reduced -78,709-78.7k
Orca Investment Management, LLC Sold out -62,796-62.8k
Cascade Financial Partners, LLC Sold out -37,983-38.0k
Insight Advisors, LLC/ PA Sold out -29,900-29.9k
HERBST GROUP, LLC Sold out -22,148-22.1k
RAYMOND JAMES FINANCIAL INC Reduced -21,861-21.9k
Advisory Services Network, LLC Reduced -15,751-15.8k
Fox Hill Wealth Management Sold out -14,648-14.6k
GTS SECURITIES LLC Sold out -13,864-13.9k
MONEY CONCEPTS CAPITAL CORP Sold out -13,544-13.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 714,111714.1k $20.2m $20.2m 0.01% Added +39.9k +39,938
2 Horizon Wealth Management, LLC 2.28% of their portfolio LA GRANGE, IL 550,093550.1k $15.5m $15.5m 2.28% Added +21.7k +21,742
3 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 400,322400.3k $11.3m $11.3m 0.02% Added +400.2k +400,217
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 282,040282.0k $8.0m $8.0m 0.00% Added +5.3k +5,295
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 281,002281.0k $7.9m $7.9m 0.03% Added +125.5k +125,510
6 Hancock Prospecting Pty Ltd 0.23% of their portfolio West Perth, C3 274,505274.5k $7.7m $7.7m 0.23% Unchanged
7 Advisory Services Network, LLC 0.10% of their portfolio ATLANTA, GA 272,639272.6k $7.7m $7.7m 0.10% Reduced -15.8k -15,751
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 257,702257.7k $6.9m $6.9m 0.00% Added +254.2k +254,203
9 Quattro Advisors LLC 6.18% of their portfolio PITTSBURGH, PA 252,498252.5k $7.1m $7.1m 6.18% Added +33.4k +33,402
10 Advocacy Wealth Management, LLC 0.28% of their portfolio ATLANTA, GA 227,079227.1k $6.4m $6.4m 0.28% Added +35.6k +35,553
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 159,433159.4k $4.5m $4.5m 0.00% Added +6.8k +6,832
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 120,316120.3k $3.4m $3.4m 0.00% Reduced -21.9k -21,861
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 118,215118.2k $3.3m $3.3m 0.00% Added +6.6k +6,597
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 109,272109.3k $3.1m $3.1m 0.00% Added +7.0k +6,957
15 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 103,813103.8k $2.9m $2.9m 0.00% Added +3.0k +2,958
16 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 99,44499.4k $2.8m $2.8m 0.05% Reduced -6.3k -6,348
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 94,06994.1k $2.7m $2.7m 0.00% Added +663 +663
18 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 93,51493.5k $2.6m $2.6m 0.00% Reduced -860 -860
19 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 83,47583.5k $2.4m $2.4m 0.04% Unchanged
20 Tradition Wealth Management, LLC 0.14% of their portfolio EDINA, MN 71,88271.9k $2.0m $2.0m 0.14% Added +21.8k +21,801
21 AdvisorNet Financial, Inc 0.10% of their portfolio MINNETONKA, MN 70,84170.8k $2.0m $2.0m 0.10% Added +2.8k +2,776
22 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 66,42366.4k $1.9m $1.9m 0.06% Reduced -78.7k -78,709
23 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,55665.6k $1.9m $1.9m 0.00% Added +45.6k +45,611
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 65,01665.0k $1.8m $1.8m 0.00% Added +12.3k +12,279
25 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 54,29454.3k $1.5m $1.5m 0.01% Reduced -1.1k -1,135
26 WADDELL & ASSOCIATES, LLC 0.08% of their portfolio MEMPHIS, TN 53,22153.2k $1.5m $1.5m 0.08% Unchanged
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,48847.5k $1.3m $1.3m 0.00% Added +8.8k +8,846
28 CREATIVE FINANCIAL DESIGNS INC /ADV 0.07% of their portfolio KOKOMO, IN 42,15242.2k $1.2m $1.2m 0.07% Reduced -2.4k -2,419
29 Breachway Investments LLC 0.95% of their portfolio CHARLESTOWN, RI 34,15134.2k $989.0k $989.0k 0.95% Reduced -630 -630
30 NWAM LLC 0.04% of their portfolio MERCER ISLAND, WA 26,36326.4k $744.2k $744.2k 0.04% Added +273 +273
31 Berbice Capital Management LLC 0.48% of their portfolio MELVILLE, NY 26,24026.2k $740.8k $740.8k 0.48% Added +24.5k +24,501
32 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 25,73525.7k $726.5k $726.5k 0.04% Reduced -6.5k -6,469
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,62425.6k $723.0k $723.0k 0.00% Added +3.7k +3,660
34 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 25,00925.0k $706.0k $706.0k 0.03% Added +12.7k +12,661
35 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,08124.1k $679.8k $679.8k 0.00% Added +929 +929
36 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 23,12123.1k $652.7k $652.7k 0.01% Added +6.9k +6,912
37 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 23,10223.1k $652.2k $652.2k 0.03% Added +12.9k +12,856
38 Bison Wealth, LLC 0.09% of their portfolio ATLANTA, GA 22,86322.9k $944.7k $944.7k 0.09% Unchanged
39 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 19,60219.6k $553.4k $553.4k 0.02% Reduced -305 -305
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 17,25517.3k $487.1k $487.1k 0.00% Reduced -1.3k -1,328
41 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 17,15017.1k $484.1k $484.1k 0.00% New
42 SWEENEY & MICHEL, LLC 0.16% of their portfolio CHICO, CA 16,93816.9k $541.5k $541.5k 0.16% Added +797 +797
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,54116.5k $467.0k $467.0k 0.00% Reduced -10.7k -10,689
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,48616.5k $465.4k $465.4k 0.01% Reduced -4.8k -4,756
45 WMG Financial Advisors, LLC 0.19% of their portfolio Knoxville, TN 16,13516.1k $455.5k $455.5k 0.19% Reduced -3.0k -3,015
46 Waldron Private Wealth LLC 0.02% of their portfolio BRIDGEVILLE, PA 15,62115.6k $441.0k $441.0k 0.02% Unchanged
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,61715.6k $440.9k $440.9k 0.00% Added +243 +243
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,40015.4k $434.7k $434.7k 0.00% New
49 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 15,34015.3k $433.1k $433.1k 0.02% Added +186 +186
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,00115.0k $423.5k $423.5k 0.00% Added +1.3k +1,257
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,32313.3k $376.1k $376.1k 0.00% Reduced -832 -832
52 Bryn Mawr Trust Advisors, LLC 0.02% of their portfolio PHILADELPHIA, PA 13,02013.0k $367.6k $367.6k 0.02% Unchanged
53 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 10,18710.2k $287.6k $287.6k 0.01% Reduced -793 -793
54 OXFORD FINANCIAL GROUP, LTD. LLC 0.01% of their portfolio INDIANAPOLIS, IN 9,8549.9k $278.2k $278.2k 0.01% Unchanged
55 Tulsa Wealth Advisors, INC 0.05% of their portfolio TULSA, OK 9,5979.6k $270.9k $270.9k 0.05% New
56 Evanson Asset Management, LLC 0.01% of their portfolio CARMEL, CA 9,5659.6k $270.0k $270.0k 0.01% Unchanged
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,3719.4k $264.5k $264.5k 0.00% Added +228 +228
58 Key Financial Inc 0.05% of their portfolio WEST CHESTER, PA 9,3709.4k $264.5k $264.5k 0.05% Reduced -89 -89
59 COFG Advisors, LLC 0.06% of their portfolio OAK BROOK, IL 9,2869.3k $262.1k $262.1k 0.06% Reduced -1.2k -1,233
60 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 9,0019.0k $254.1k $254.1k 0.01% Added +350 +350
61 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 8,9809.0k $253.5k $253.5k 0.00% Unchanged
62 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,4668.5k $239.0k $239.0k 0.00% Added +1.8k +1,789
63 W.H. Cornerstone Investments Inc. 0.15% of their portfolio KINGSTON, MA 8,3818.4k $236.6k $236.6k 0.15% Unchanged
64 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 8,1258.1k $229.4k $229.4k 0.01% Reduced -1.0k -1,000
65 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 8,0798.1k $234.0k $234.0k 0.01% Unchanged
66 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,9347.9k $224.0k $224.0k 0.00% Unchanged
67 Clearwater Capital Advisors, LLC 0.02% of their portfolio HOFFMAN ESTATES, IL 7,9147.9k $223.4k $223.4k 0.02% Reduced -101 -101
68 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 7,8617.9k $222.0k $222.0k 0.00% Reduced -2.3k -2,300
69 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 7,5977.6k $214.5k $214.5k 0.01% Reduced -37 -37
70 Provident Wealth Management, LLC 0.06% of their portfolio BRENTWOOD, TN 7,1347.1k $201.4k $201.4k 0.06% Reduced -419 -419
71 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 6,9226.9k $195.4k $195.4k 0.01% Added +221 +221
72 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 5,9215.9k $167.2k $167.2k 0.00% Unchanged
73 MidFirst Bank 0.01% of their portfolio DENVER, CO 5,7645.8k $162.7k $162.7k 0.01% Unchanged
74 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 5,6485.6k $151.0k $151.0k 0.01% Reduced -348 -348
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0004.0k $112.9k $112.9k 0.00% New
76 HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio LUTHERVILLE, MD 3,6123.6k $102.0k $102.0k 0.01% Added +512 +512
77 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 3,5293.5k $99.6k $99.6k 0.00% Reduced -652 -652
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,4253.4k $96.7k $96.7k 0.00% Added +2.9k +2,850
79 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,8532.9k $82.6k $82.6k 0.00% Reduced -104 -104
80 WOLFF WIESE MAGANA LLC 0.04% of their portfolio CARSLBAD, CA 2,7272.7k $77.0k $77.0k 0.04% Added +339 +339
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,6682.7k $75.3k $75.3k 0.00% Added +459 +459
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,6212.6k $74.0k $74.0k 0.00% Added +1.6k +1,550
83 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,5002.5k $70.6k $70.6k 0.00% Unchanged
84 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,4852.5k $72.0k $72.0k 0.00% Reduced -60 -60
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,4462.4k $69.0k $69.0k 0.00% Added +2.0k +1,980
86 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,2612.3k $63.8k $63.8k 0.01% Added +640 +640
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,2052.2k $62.3k $62.3k 0.00% Reduced -2.0k -1,965
88 Center for Financial Planning, Inc. 0.01% of their portfolio SOUTHFIED, MI 2,0042.0k $56.6k $56.6k 0.01% New
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0002.0k $56.5k $56.5k 0.00% Unchanged
90 Frazier Financial Advisors, LLC 0.03% of their portfolio COLUMBUS, OH 1,9602.0k $55.3k $55.3k 0.03% New
91 Forum Finance Group S.A. 0.02% of their portfolio GENEVA, V8 1,8641.9k $44.0k $44.0k 0.02% First filing
92 Team Financial Group, LLC 0.02% of their portfolio TEMECULA, CA 1,6801.7k $47.4k $47.4k 0.02% New
93 Sherman Asset Management, Inc. 0.04% of their portfolio VENTURA, CA 1,6751.7k $47.3k $47.3k 0.04% Added +982 +982
94 EFG International AG 0.00% of their portfolio Zurich, V8 1,5001.5k $42.3k $42.3k 0.00% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,4681.5k $41.5k $41.5k 0.00% Reduced -2.4k -2,430
96 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 1,4331.4k $40.5k $40.5k 0.00% Reduced -343 -343
97 Prestige Wealth Management Group LLC 0.01% of their portfolio FLEMINGTON, NJ 1,0501.1k $29.6k $29.6k 0.01% Unchanged
98 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 1,0091.0k $28.5k $28.5k 0.01% Added +199 +199
99 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 1,0001.0k $28.2k $28.2k 0.00% Unchanged
100 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 1,0001.0k $28.2k $28.2k 0.01% Unchanged