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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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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. 18 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.
  • 18 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.