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Accredited Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Accredited Wealth Management’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.71K Sell
125
-145
-54% -$3.78K 0.01% 288
2025
Q2 		$6.63K Sell
270
-4,366
-94% -$91.8K 0.01% 296
2025
Q1 		$88.1K Sell
4,636
-1,305
-22% -$28.8K 0.07% 97
2024
Q4 		$131K Buy
+5,941
New +$127K 0.11% 83

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accredited Wealth Management's WTAI Position: Q3 2025 in Review

Accredited Wealth Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 54% in Q3 2025, selling an estimated $3.78K and leaving 125 shares worth $7.71K. The position accounts for 0.01% of the portfolio, ranked #288.

Accredited Wealth Management first reported a position in WTAI in Q4 2024 and has held it in 4 quarters since. The position peaked at $131K in Q4 2024. 106 funds tracked by Wall St. Rank hold WTAI as of Q3 2025.

  • Accredited Wealth Management held 125 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $7.71K as of Q3 2025.
  • Accredited Wealth Management sold 145 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2025, an estimated $3.78K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #288 holding.
  • Accredited Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $131K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.