CAC
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Certified Advisory Corp’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Certified Advisory Corp’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 		$233K Buy
+4,899
New +$194K 0.02% 297

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Certified Advisory Corp's WTAI Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 4,899 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #297 among its holdings.

42 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Certified Advisory Corp held 4,899 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $233K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Certified Advisory Corp position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #297 holding.
  • 42 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.