AWM
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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
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

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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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

AE Wealth Management's WTAI Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 21% in Q1 2026, buying an estimated $13.6K and bringing the position to 2,668 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

AE Wealth Management first reported a position in WTAI in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2023. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • AE Wealth Management held 2,668 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $75.3K as of Q1 2026.
  • AE Wealth Management bought 459 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $13.6K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1876 holding.
  • AE Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 8 quarters since.
  • AE Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.37M in Q2 2023.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

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