Ashton Thomas Private Wealth’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Ashton Thomas Private Wealth’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	$214K	Sell	7,597 -37	-0.5%	-$1.1K	0.01%	1008
2025 Q4	$222K	Buy	7,634 +110	+1%	+$3.29K	0.01%	926
2025 Q3	$215K	Buy	+7,524	New	+$196K	0.01%	913

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

Ashton Thomas Private Wealth's WTAI Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.48% in Q1 2026, selling an estimated $1.1K and leaving 7,597 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1008.

Ashton Thomas Private Wealth first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Ashton Thomas Private Wealth held 7,597 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $214K as of Q1 2026.
Ashton Thomas Private Wealth sold 37 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $1.1K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1008 holding.
Ashton Thomas Private Wealth first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
Ashton Thomas Private Wealth's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $222K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.