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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
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

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Ameriprise
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
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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 $2.26B AUM 13.25% 1-Year Est. Return

Berbice Capital Management's WTAI Position: Q1 2026 in Review

Berbice Capital Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1,409% in Q1 2026, buying an estimated $729K and bringing the position to 26,240 shares worth $741K. The position accounts for 0.48% of the portfolio, ranked #32.

Berbice Capital Management first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Berbice Capital Management held 26,240 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $741K as of Q1 2026.
  • Berbice Capital Management bought 24,501 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $729K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.48% of Berbice Capital Management's portfolio in Q1 2026, its #32 holding.
  • Berbice Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.