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 Q2	$327K	Sell	6,883 -714	-9%	-$28.2K	0.01%	951
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 $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

Ashton Thomas Private Wealth's WTAI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 9.4% in Q2 2026, selling an estimated $28.2K and leaving 6,883 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #951.

Ashton Thomas Private Wealth first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Ashton Thomas Private Wealth held 6,883 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $327K as of Q2 2026.
Ashton Thomas Private Wealth sold 714 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $28.2K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #951 holding.
Ashton Thomas Private Wealth first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.