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

Apexium Financial’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
2025 Q2	–	Sell	-10,666	Closed	-$203K	–	288
2025 Q1	$203K	Hold	10,666	–	–	0.01%	269
2024 Q4	$235K	Buy	+10,666	New	+$228K	0.01%	234

Other funds holding WTAI

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ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Apexium Financial's WTAI Position: Q2 2025 in Review

Apexium Financial sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2025, closing a stake of 10,666 shares — an estimated $203K sold.

Apexium Financial first reported a position in WTAI in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q4 2024. 95 funds tracked by Wall St. Rank hold WTAI as of Q2 2025.

Apexium Financial reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Apexium Financial sold 10,666 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2025, an estimated $203K.
Apexium Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and held it in 2 quarters.
Apexium Financial's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $235K in Q4 2024.
95 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2025.

Based on Apexium Financial's 13F filing for Q2 2025, filed 22 Jul 2025.