Atria Investments’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Atria Investments’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	$324K	Buy	+6,822	New	+$270K	﹤0.01%	1798
2026 Q1	–	Sell	-7,769	Closed	-$226K	–	2162
2025 Q4	$226K	Buy	7,769 +2	+0%	+$60	﹤0.01%	1906
2025 Q3	$222K	Buy	+7,767	New	+$202K	﹤0.01%	1890

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

Atria Investments's WTAI Position: Q2 2026 in Review

Atria Investments opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 6,822 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings. This is a return to the name: Atria Investments previously reported a position in WTAI as recently as Q4 2025.

Atria Investments first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Atria Investments held 6,822 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $324K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Atria Investments position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1798 holding.
Atria Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.