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 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 $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

Atria Investments's WTAI Position: Q1 2026 in Review

Atria Investments sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 7,769 shares — an estimated $226K sold.

Atria Investments first reported a position in WTAI in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Atria Investments reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 7,769 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $226K.
Atria Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and held it in 2 quarters.
Atria Investments's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $226K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.