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
Q2 		$6.7M Sell
141,218
-18,215
-11% -$720K ﹤0.01% 3333
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 $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America's WTAI Position: Q2 2026 in Review

Bank of America reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 11% in Q2 2026, selling an estimated $720K and leaving 141,218 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Bank of America first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.98M in Q2 2024. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Bank of America held 141,218 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $6.7M as of Q2 2026.
  • Bank of America sold 18,215 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $720K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3333 holding.
  • Bank of America first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
  • Bank of America's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $7.98M in Q2 2024.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.