Cerity Partners
WTAI icon

Cerity Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cerity 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 		$224K Hold
7,934
– – ﹤0.01% 2812
2025
Q4 		$231K Sell
7,934
-1,504
-16% -$44.9K ﹤0.01% 2552
2025
Q3 		$270K Buy
+9,438
New +$246K ﹤0.01% 2349

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Cerity Partners's WTAI Position: Q1 2026 in Review

Cerity Partners held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 7,934 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Cerity Partners first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Cerity Partners held 7,934 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $224K as of Q1 2026.
  • Cerity Partners 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 Cerity Partners's portfolio in Q1 2026, its #2812 holding.
  • Cerity Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $270K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.