AssetMark Inc
WTAI icon

AssetMark Inc’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

AssetMark Inc’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 		$11.3M Buy
400,322
+400,217
+381,159% +$11.9M 0.02% 472
2025
Q4 		$3.06K Hold
105
– – ﹤0.01% 2642
2025
Q3 		$3K Hold
105
– – ﹤0.01% 2513
2025
Q2 		$2.58K Buy
+105
New +$2.21K ﹤0.01% 2354

Other funds holding WTAI

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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
Ameriprise
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
HP
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc's WTAI Position: Q1 2026 in Review

AssetMark Inc increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 381,159% in Q1 2026, buying an estimated $11.9M and bringing the position to 400,322 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #472.

AssetMark Inc first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • AssetMark Inc held 400,322 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $11.3M as of Q1 2026.
  • AssetMark Inc bought 400,217 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $11.9M.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of AssetMark Inc's portfolio in Q1 2026, its #472 holding.
  • AssetMark Inc first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.