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Atomi Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Atomi Financial Group’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
2025
Q4 		– Sell
-11,700
Closed -$334K – 1278
2025
Q3 		$334K Buy
+11,700
New +$305K 0.01% 832

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Ameriprise
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HP
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AWMS
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KAS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
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Atomi Financial Group's WTAI Position: Q4 2025 in Review

Atomi Financial Group sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2025, closing a stake of 11,700 shares — an estimated $334K sold.

Atomi Financial Group first reported a position in WTAI in Q3 2025 and held it in 1 quarter. The position peaked at $334K in Q3 2025. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • Atomi Financial Group reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 11,700 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $334K.
  • Atomi Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and held it in 1 quarter.
  • Atomi Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $334K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.