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 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 $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

Cascade Financial Partners's WTAI Position: Q1 2026 in Review

Cascade Financial Partners sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 37,983 shares — an estimated $1.11M sold.

Cascade Financial Partners first reported a position in WTAI in Q2 2024 and held it in 7 quarters. The position peaked at $1.17M in Q4 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Cascade Financial Partners reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 37,983 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $1.11M.
Cascade Financial Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and held it in 7 quarters.
Cascade Financial Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.17M in Q4 2024.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.