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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
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

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HWM
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AssetMark Inc
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Ameriprise
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KAS
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HP
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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

Arax Advisory Partners's WTAI Position: Q1 2026 in Review

Arax Advisory Partners reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 16% in Q1 2026, selling an estimated $19.4K and leaving 3,529 shares worth $99.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Arax Advisory Partners first reported a position in WTAI in Q3 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Arax Advisory Partners held 3,529 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $99.6K as of Q1 2026.
  • Arax Advisory Partners sold 652 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $19.4K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1381 holding.
  • Arax Advisory Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $122K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.