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Cary Street Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cary Street Partners’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 		$262K Buy
+5,515
New +$218K 0.01% 847
2026
Q1 		– Sell
-11,219
Closed -$327K – 1037
2025
Q4 		$327K Buy
11,219
+185
+2% +$5.53K 0.01% 707
2025
Q3 		$315K Sell
11,034
-1,455
-12% -$37.9K 0.01% 672
2025
Q2 		$307K Buy
+12,489
New +$263K 0.01% 655

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Cary Street Partners's WTAI Position: Q2 2026 in Review

Cary Street Partners opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 5,515 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in WTAI as recently as Q4 2025.

Cary Street Partners first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 18 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Cary Street Partners held 5,515 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $262K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Cary Street Partners position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #847 holding.
  • Cary Street Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
  • Cary Street Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $327K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.