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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
Q1 		$56.6K Buy
+2,004
New +$59.6K 0.01% 286

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Ameriprise
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KAS
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HP
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ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Center for Financial Planning's WTAI Position: Q1 2026 in Review

Center for Financial Planning opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 2,004 shares worth $56.6K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings.

121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Center for Financial Planning held 2,004 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $56.6K as of Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Center for Financial Planning position in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Center for Financial Planning's portfolio in Q1 2026, its #286 holding.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.