Belpointe Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Belpointe Asset Management’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	$706K	Buy	25,009 +12,661	+103%	+$376K	0.03%	575
2025 Q4	$360K	Buy	12,348 +472	+4%	+$14.1K	0.01%	766
2025 Q3	$339K	Sell	11,876 -557	-4%	-$14.5K	0.01%	752
2025 Q2	$305K	Buy	12,433 +158	+1%	+$3.32K	0.01%	749
2025 Q1	$233K	Buy	+12,275	New	+$271K	0.01%	799
2024 Q1	–	Sell	-22,552	Closed	-$467K	–	844
2023 Q4	$467K	Buy	22,552 +624	+3%	+$11.4K	0.04%	389
2023 Q3	$382K	Buy	+21,928	New	+$408K	0.04%	408

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

Belpointe Asset Management's WTAI Position: Q1 2026 in Review

Belpointe Asset Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 103% in Q1 2026, buying an estimated $376K and bringing the position to 25,009 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #575.

Belpointe Asset Management first reported a position in WTAI in Q3 2023 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Belpointe Asset Management held 25,009 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $706K as of Q1 2026.
Belpointe Asset Management bought 12,661 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $376K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #575 holding.
Belpointe Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.