WTAI

Wisdomtree AI And Innovation$41.83 8.83%
UnclassifiedUSCUSIP 97717Y543· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
42
-1 QoQ
13F Value (tracked)
$53.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)9 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$41.83 8.83%4Y +68.6%
$11.09$20.43$29.77$39.12$48.462021202220232024202520266826112891367810714818918131314
Hover for who · click for detailEnd-of-day closing prices52w $22.66 – $46.99
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Use WTAI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns WTAI

This stock page is the Follow view. The Build view lets your agent query WTAI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WTAI"
Ask your agent
Use Arkolith to show who owns WTAI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

42 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ASSETMARK, INC
$11.3M
400K
4k×
Added · +400K sh
Q1 2026
2Kestra Advisory Services, LLC
$7.9M
281K
+81%
Added · +126K sh
Q1 2026
3Hancock Prospecting Pty Ltd
$7.7M
275K
Held
Q1 2026
4Advocacy Wealth Management, LLC
$6.4M
227K
+19%
Added · +36K sh
Q1 2026
5Prospera Financial Services Inc
$2.8M
99K
−6.0%
Reduced · −6K sh
Q1 2026
6Perigon Wealth Management, LLC
$2.4M
83K
Held
Q1 2026
7AdvisorNet Financial, Inc
$2.0M
71K
+4.1%
Added · +3K sh
Q1 2026
8Private Advisor Group, LLC
$1.5M
54K
−2.0%
Reduced · −1K sh
Q1 2026
9WADDELL & ASSOCIATES, LLC
$1.5M
53K
Held
Q1 2026
10CREATIVE FINANCIAL DESIGNS INC /ADV
$1.2M
42K
−5.4%
Reduced · −2K sh
Q1 2026
11NWAM LLC
$744K
26K
+1.0%
Added · +273 sh
Q1 2026
12Integrated Advisors Network LLC
$727K
26K
−20%
Reduced · −6K sh
Q1 2026
13Valmark Advisers, Inc.
$653K
23K
+43%
Added · +7K sh
Q1 2026
14Gateway Wealth Partners, LLC
$652K
23K
+125%
Added · +13K sh
Q1 2026
15Ausdal Financial Partners, Inc.
$553K
20K
−1.5%
Reduced · −305 sh
Q1 2026
16Clearstead Advisors, LLC
$484K
17K
+362%
Added · +13K sh
Q1 2026
17MML INVESTORS SERVICES, LLC
$467K
17K
−39%
Reduced · −11K sh
Q1 2026
18KESTRA PRIVATE WEALTH SERVICES, LLC
$465K
16K
−22%
Reduced · −5K sh
Q1 2026
19Waldron Private Wealth LLC
$441K
16K
Held
Q1 2026
20Steward Partners Investment Advisory, LLC
$441K
16K
+1.6%
Added · +243 sh
Q1 2026
21CITADEL ADVISORS LLC
$435K
15K
New
+15K sh
Q1 2026
22INTEGRITY ALLIANCE, LLC.
$433K
15K
+1.2%
Added · +186 sh
Q1 2026
23Bryn Mawr Trust Advisors, LLC
$368K
13K
Held
Q1 2026
24OXFORD FINANCIAL GROUP, LTD. LLC
$278K
10K
Held
Q1 2026
25Evanson Asset Management, LLC
$270K
10K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
7
funds
Reduced
6
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

78 funds+76 since Q2 2022
04079Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $128.2M

Funds that own WTAI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA47 funds$13.6B
MICROSOFT CORPMSFT47 funds$9.3B
AMAZON.COM INCAMZN47 funds$8.0B
ALPHABET INC-CL AGOOGL47 funds$6.6B
NETFLIX INCNFLX47 funds$1.2B
APPLE INCAAPL46 funds$13.1B
SS SPDR S&P 500 ETF TRUST-USSPY46 funds$6.9B
META PLATFORMS INC-CLASS AMETA46 funds$4.7B
JPMORGAN CHASE & COJPM46 funds$4.4B
ALPHABET INC-CL CGOOG46 funds$4.1B
VANGUARD VALUE ETFVTV46 funds$2.9B
TESLA INCTSLA46 funds$2.6B

Ranked by how many of WTAI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WTAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.