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 Q2	$50.8K	Buy	1,071 +720	+205%	+$28.4K	﹤0.01%	1381
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 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

Aptus Capital Advisors's WTAI Position: Q2 2026 in Review

Aptus Capital Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 205% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,071 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Aptus Capital Advisors first reported a position in WTAI in Q1 2024 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Aptus Capital Advisors held 1,071 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $50.8K as of Q2 2026.
Aptus Capital Advisors bought 720 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $28.4K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1381 holding.
Aptus Capital Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 6 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.