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

AE 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
2026 Q2	$164K	Buy	3,460 +792	+30%	+$31.3K	﹤0.01%	1772
2026 Q1	$75.3K	Buy	2,668 +459	+21%	+$13.6K	﹤0.01%	1876
2025 Q4	$64.4K	Buy	2,209 +431	+24%	+$12.9K	﹤0.01%	1797
2025 Q3	$50.8K	Hold	1,778	–	–	﹤0.01%	1712
2025 Q2	$43.7K	Hold	1,778	–	–	﹤0.01%	1627
2025 Q1	$33.8K	Hold	1,778	–	–	﹤0.01%	1647
2024 Q4	$39.1K	Buy	+1,778	New	+$38K	﹤0.01%	1596
2023 Q4	–	Sell	-12,612	Closed	-$220K	–	2199
2023 Q3	$220K	Sell	12,612 -59,294	-82%	-$1.1M	﹤0.01%	1750
2023 Q2	$1.37M	Buy	+71,906	New	+$1.25M	0.01%	966

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

AE Wealth Management's WTAI Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 30% in Q2 2026, buying an estimated $31.3K and bringing the position to 3,460 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

AE Wealth Management first reported a position in WTAI in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.37M in Q2 2023. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

AE Wealth Management held 3,460 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $164K as of Q2 2026.
AE Wealth Management bought 792 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $31.3K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1772 holding.
AE Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 9 quarters since.
AE Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.37M in Q2 2023.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.