Armis Advisers’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Armis Advisers’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	$936K	Sell	21,350 -1,513	-7%	-$59.8K	0.09%	176
2026 Q1	$945K	Hold	22,863	–	–	0.09%	162
2025 Q4	$659K	Buy	+22,863	New	+$683K	0.07%	190
2025 Q3	–	Sell	-27,477	Closed	-$675K	–	506
2025 Q2	$675K	Sell	27,477 -505	-2%	-$10.6K	0.05%	238
2025 Q1	$532K	Sell	27,982 -1,444	-5%	-$31.8K	0.05%	241
2024 Q4	$647K	Buy	+29,426	New	+$629K	0.08%	169

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

Armis Advisers's WTAI Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 6.6% in Q2 2026, selling an estimated $59.8K and leaving 21,350 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #176.

Armis Advisers first reported a position in WTAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $945K in Q1 2026. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Armis Advisers held 21,350 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $936K as of Q2 2026.
Armis Advisers sold 1,513 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $59.8K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.09% of Armis Advisers's portfolio in Q2 2026, its #176 holding.
Armis Advisers first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $945K in Q1 2026.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.