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Aptus Capital Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Aptus Capital Advisors’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 		$9.91K Buy
351
+159
+83% +$4.73K ﹤0.01% 1490
2025
Q4 		$5.59K Buy
192
+2
+1% +$60 ﹤0.01% 1545
2025
Q3 		$5.43K Hold
190
– – ﹤0.01% 1479
2025
Q2 		$4.67K Buy
+190
New +$4K ﹤0.01% 1430
2024
Q2 		– Sell
-335
Closed -$6.96K – 1236
2024
Q1 		$6.96K Buy
+335
New +$6.92K ﹤0.01% 1060

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Aptus Capital Advisors's WTAI Position: Q1 2026 in Review

Aptus Capital Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 83% in Q1 2026, buying an estimated $4.73K and bringing the position to 351 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Aptus Capital Advisors first reported a position in WTAI in Q1 2024 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Aptus Capital Advisors held 351 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $9.91K as of Q1 2026.
  • Aptus Capital Advisors bought 159 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $4.73K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1490 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.