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 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 $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advocacy Wealth Management Services's WTAI Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 19% in Q1 2026, buying an estimated $1.06M and bringing the position to 227,079 shares worth $6.41M. The position accounts for 0.28% of the portfolio, ranked #53.

Advocacy Wealth Management Services first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Advocacy Wealth Management Services held 227,079 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $6.41M as of Q1 2026.
Advocacy Wealth Management Services bought 35,553 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $1.06M.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.28% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #53 holding.
Advocacy Wealth Management Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.