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 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 $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

Centerpoint Advisors's WTAI Position: Q1 2026 in Review

Centerpoint Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 575 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #280.

Centerpoint Advisors first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $17K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Centerpoint Advisors held 575 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $16K as of Q1 2026.
Centerpoint Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Centerpoint Advisors's portfolio in Q1 2026, its #280 holding.
Centerpoint Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
Centerpoint Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $17K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.