Ameritas Advisory Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Ameritas Advisory Services’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	$1.46K	Buy	+31	New	+$1.23K	﹤0.01%	1736
2025 Q4	–	Sell	-30	Closed	-$860	–	2122
2025 Q3	$860	Hold	30	–	–	﹤0.01%	2068
2025 Q2	$740	Buy	+30	New	+$631	﹤0.01%	2658

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

Ameritas Advisory Services's WTAI Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 31 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in WTAI as recently as Q3 2025.

Ameritas Advisory Services first reported a position in WTAI in Q2 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Ameritas Advisory Services held 31 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.46K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1736 holding.
Ameritas Advisory Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.