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Center for Financial Planning’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Center for Financial Planning’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 		$95.1K Hold
2,004
– – 0.01% 248
2026
Q1 		$56.6K Buy
+2,004
New +$59.6K 0.01% 286

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KAS
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HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
ASN
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QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Center for Financial Planning's WTAI Position: Q2 2026 in Review

Center for Financial Planning held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 2,004 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #248.

Center for Financial Planning first reported a position in WTAI in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Center for Financial Planning held 2,004 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $95.1K as of Q2 2026.
  • Center for Financial Planning left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #248 holding.
  • Center for Financial Planning first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.