Arax Advisory Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Arax Advisory Partners’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	$190K	Buy	4,001 +472	+13%	+$18.7K	﹤0.01%	2286
2026 Q1	$99.6K	Sell	3,529 -652	-16%	-$19.4K	﹤0.01%	1381
2025 Q4	$122K	Buy	+4,181	New	+$125K	﹤0.01%	1249
2025 Q3	–	Sell	-1,900	Closed	-$46.7K	–	4325
2025 Q2	$46.7K	Buy	1,900 +472	+33%	+$9.93K	﹤0.01%	1271
2025 Q1	$27.1K	Hold	1,428	–	–	﹤0.01%	1174
2024 Q4	$31.4K	Buy	1,428 +200	+16%	+$4.28K	﹤0.01%	1045
2024 Q3	$24.5K	Buy	+1,228	New	+$24.3K	﹤0.01%	1001

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

Arax Advisory Partners's WTAI Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 13% in Q2 2026, buying an estimated $18.7K and bringing the position to 4,001 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Arax Advisory Partners first reported a position in WTAI in Q3 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Arax Advisory Partners held 4,001 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $190K as of Q2 2026.
Arax Advisory Partners bought 472 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $18.7K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2286 holding.
Arax Advisory Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.