Allied Private Wealth’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Allied Private Wealth’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	$21.3K	Buy	+500	New	+$19.8K	0.01%	382

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

Allied Private Wealth's WTAI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 500 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Allied Private Wealth held 500 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $21.3K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Allied Private Wealth position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #382 holding.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.