Carson Wealth (CWM LLC)’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Carson Wealth (CWM LLC)’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	$4.62K	Hold	164	–	–	﹤0.01%	5054
2025 Q4	$5K	Sell	164 -13	-7%	-$388	﹤0.01%	4852
2025 Q3	$5K	Hold	177	–	–	﹤0.01%	4770
2025 Q2	$4K	Hold	177	–	–	﹤0.01%	4722
2025 Q1	$3K	Hold	177	–	–	﹤0.01%	4702
2024 Q4	$4K	Buy	177 +1	+0.6%	+$21	﹤0.01%	4363
2024 Q3	$4K	Hold	176	–	–	﹤0.01%	4223
2024 Q2	$4K	Hold	176	–	–	﹤0.01%	4016
2024 Q1	$4K	Hold	176	–	–	﹤0.01%	3801
2023 Q4	$4K	Hold	176	–	–	﹤0.01%	3648
2023 Q3	$3K	Buy	+176	New	+$3.27K	﹤0.01%	3721

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WTAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 164 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #5054.

Carson Wealth (CWM LLC) first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Carson Wealth (CWM LLC) held 164 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $4.62K as of Q1 2026.
Carson Wealth (CWM LLC) left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5054 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree Artificial Intelligence and Innovation Fund position peaked at $5K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.