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Berbice Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Berbice Capital 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 		$3.56M Buy
74,959
+48,719
+186% +$1.93M 1.84% 18
2026
Q1 		$741K Buy
26,240
+24,501
+1,409% +$729K 0.48% 32
2025
Q4 		$50.7K Buy
+1,739
New +$52K 0.03% 88

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

Berbice Capital Management's WTAI Position: Q2 2026 in Review

Berbice Capital Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 186% in Q2 2026, buying an estimated $1.93M and bringing the position to 74,959 shares worth $3.56M. The position accounts for 1.84% of the portfolio, ranked #18.

Berbice Capital Management first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Berbice Capital Management held 74,959 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.56M as of Q2 2026.
  • Berbice Capital Management bought 48,719 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $1.93M.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 1.84% of Berbice Capital Management's portfolio in Q2 2026, its #18 holding.
  • Berbice Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.