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 Q2	$15.6M	Buy	328,108 +46,068	+16%	+$1.82M	﹤0.01%	1715
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 $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Ameriprise's WTAI Position: Q2 2026 in Review

Ameriprise increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 16% in Q2 2026, buying an estimated $1.82M and bringing the position to 328,108 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Ameriprise first reported a position in WTAI in Q2 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Ameriprise held 328,108 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $15.6M as of Q2 2026.
Ameriprise bought 46,068 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $1.82M.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1715 holding.
Ameriprise first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.