Ausdal Financial Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Ausdal Financial Partners’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	$942K	Buy	19,845 +243	+1%	+$9.6K	0.04%	428
2026 Q1	$553K	Sell	19,602 -305	-2%	-$9.07K	0.02%	550
2025 Q4	$580K	Buy	19,907 +157	+0.8%	+$4.69K	0.03%	494
2025 Q3	$564K	Buy	19,750 +6,816	+53%	+$177K	0.03%	521
2025 Q2	$318K	Buy	+12,934	New	+$272K	0.02%	536

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

Ausdal Financial Partners's WTAI Position: Q2 2026 in Review

Ausdal Financial Partners increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.2% in Q2 2026, buying an estimated $9.6K and bringing the position to 19,845 shares worth $942K. The position accounts for 0.04% of the portfolio, ranked #428.

Ausdal Financial Partners first reported a position in WTAI in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Ausdal Financial Partners held 19,845 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $942K as of Q2 2026.
Ausdal Financial Partners bought 243 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $9.6K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #428 holding.
Ausdal Financial Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.