Bank of America
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Bank of America’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Bank of America’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 		$4.5M Buy
159,433
+6,832
+4% +$203K ﹤0.01% 3552
2025
Q4 		$4.45M Buy
152,601
+10,164
+7% +$304K ﹤0.01% 3481
2025
Q3 		$4.07M Buy
142,437
+11,500
+9% +$299K ﹤0.01% 4207
2025
Q2 		$3.22M Buy
130,937
+30,689
+31% +$646K ﹤0.01% 4326
2025
Q1 		$1.9M Buy
100,248
+21,588
+27% +$476K ﹤0.01% 4723
2024
Q4 		$1.73M Sell
78,660
-67,608
-46% -$1.45M ﹤0.01% 4571
2024
Q3 		$2.92M Sell
146,268
-235,531
-62% -$4.65M ﹤0.01% 4231
2024
Q2 		$7.98M Buy
381,799
+124,753
+49% +$2.51M ﹤0.01% 3175
2024
Q1 		$5.34M Buy
257,046
+208,723
+432% +$4.31M ﹤0.01% 3554
2023
Q4 		$1,000K Buy
48,323
+48,053
+17,797% +$875K ﹤0.01% 4983
2023
Q3 		$4.7K Buy
+270
New +$5.02K ﹤0.01% 7009

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $2.75B AUM 19.24% 1-Year Est. Return

Bank of America's WTAI Position: Q1 2026 in Review

Bank of America increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4.5% in Q1 2026, buying an estimated $203K and bringing the position to 159,433 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

Bank of America first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.98M in Q2 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Bank of America held 159,433 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $4.5M as of Q1 2026.
  • Bank of America bought 6,832 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $203K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3552 holding.
  • Bank of America first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
  • Bank of America's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $7.98M in Q2 2024.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.