Centerpoint Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Centerpoint Advisors’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	$27K	Hold	575	–	–	0.01%	222
2026 Q1	$16K	Hold	575	–	–	0.01%	280
2025 Q4	$17K	Hold	575	–	–	0.01%	285
2025 Q3	$16K	Hold	575	–	–	0.01%	296
2025 Q2	$14K	Hold	575	–	–	﹤0.01%	297
2025 Q1	$11K	Hold	575	–	–	﹤0.01%	318
2024 Q4	$13K	Hold	575	–	–	﹤0.01%	331
2024 Q3	$11K	Hold	575	–	–	﹤0.01%	353
2024 Q2	$12K	Hold	575	–	–	﹤0.01%	337
2024 Q1	$12K	Hold	575	–	–	﹤0.01%	317
2023 Q4	$12K	Hold	575	–	–	﹤0.01%	318
2023 Q3	$10K	Buy	+575	New	+$10.7K	﹤0.01%	339

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

Centerpoint Advisors's WTAI Position: Q2 2026 in Review

Centerpoint Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 575 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #222.

Centerpoint Advisors first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Centerpoint Advisors held 575 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $27K as of Q2 2026.
Centerpoint Advisors 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 Centerpoint Advisors's portfolio in Q2 2026, its #222 holding.
Centerpoint Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.