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 Q2	$1.12M	Sell	23,499 -1,510	-6%	-$59.7K	0.04%	459
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 $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

Belpointe Asset Management's WTAI Position: Q2 2026 in Review

Belpointe Asset Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 6% in Q2 2026, selling an estimated $59.7K and leaving 23,499 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #459.

Belpointe Asset Management first reported a position in WTAI in Q3 2023 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Belpointe Asset Management held 23,499 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.12M as of Q2 2026.
Belpointe Asset Management sold 1,510 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $59.7K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #459 holding.
Belpointe Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.