Ameriprise’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Ameriprise’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	$7.96M	Buy	282,040 +5,295	+2%	+$157K	﹤0.01%	2103
2025 Q4	$8.06M	Buy	276,745 +25,014	+10%	+$747K	﹤0.01%	2082
2025 Q3	$7.18M	Buy	251,731 +189,166	+302%	+$4.93M	﹤0.01%	2151
2025 Q2	$1.54M	Buy	62,565 +49,627	+384%	+$1.04M	﹤0.01%	3088
2025 Q1	$246K	Buy	12,938 +1,550	+14%	+$34.2K	﹤0.01%	3735
2024 Q4	$251K	Buy	+11,388	New	+$244K	﹤0.01%	3786
2024 Q3	–	Sell	-21,030	Closed	-$439K	–	4023
2024 Q2	$439K	Buy	+21,030	New	+$422K	﹤0.01%	3459

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Ameriprise's WTAI Position: Q1 2026 in Review

Ameriprise increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.9% in Q1 2026, buying an estimated $157K and bringing the position to 282,040 shares worth $7.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Ameriprise first reported a position in WTAI in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.06M in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Ameriprise held 282,040 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $7.96M as of Q1 2026.
Ameriprise bought 5,295 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $157K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2103 holding.
Ameriprise first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 7 quarters since.
Ameriprise's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $8.06M in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.