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

Advocacy Wealth Management Services’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
2026 Q2	$9.42M	Sell	198,529 -28,550	-13%	-$1.13M	0.34%	52
2026 Q1	$6.41M	Buy	227,079 +35,553	+19%	+$1.06M	0.28%	53
2025 Q4	$5.58M	Sell	191,526 -6,909	-3%	-$206K	0.23%	60
2025 Q3	$5.67M	Buy	+198,435	New	+$5.17M	0.25%	62

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advocacy Wealth Management Services's WTAI Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 13% in Q2 2026, selling an estimated $1.13M and leaving 198,529 shares worth $9.42M. The position accounts for 0.34% of the portfolio, ranked #52.

Advocacy Wealth Management Services first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Advocacy Wealth Management Services held 198,529 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $9.42M as of Q2 2026.
Advocacy Wealth Management Services sold 28,550 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $1.13M.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.34% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #52 holding.
Advocacy Wealth Management Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.