Cascade Financial Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cascade Financial 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	$270K	Buy	+5,691	New	+$225K	0.02%	242
2026 Q1	–	Sell	-37,983	Closed	-$1.11M	–	287
2025 Q4	$1.11M	Buy	37,983 +165	+0.4%	+$4.93K	0.11%	109
2025 Q3	$1.08M	Sell	37,818 -200	-0.5%	-$5.21K	0.12%	108
2025 Q2	$934K	Buy	38,018 +2,076	+6%	+$43.7K	0.11%	115
2025 Q1	$683K	Sell	35,942 -17,428	-33%	-$384K	0.09%	130
2024 Q4	$1.17M	Hold	53,370	–	–	0.15%	91
2024 Q3	$1.09M	Buy	53,370 +27,355	+105%	+$540K	0.14%	97
2024 Q2	$544K	Buy	+26,015	New	+$522K	0.07%	130

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

Cascade Financial Partners's WTAI Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 5,691 shares worth $270K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in WTAI as recently as Q4 2025.

Cascade Financial Partners first reported a position in WTAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2024. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Cascade Financial Partners held 5,691 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $270K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Cascade Financial Partners position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #242 holding.
Cascade Financial Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 8 quarters since.
Cascade Financial Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.17M in Q4 2024.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.