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 Q3	$214K	Hold	4,899	–	–	0.02%	313
2026 Q2	$233K	Buy	+4,899	New	+$194K	0.02%	297

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BCM

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Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

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Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Certified Advisory Corp's WTAI Position: Q3 2026 in Review

Certified Advisory Corp held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2026 at 4,899 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #313.

Certified Advisory Corp first reported a position in WTAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $233K in Q2 2026. 72 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Certified Advisory Corp held 4,899 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $214K as of Q3 2026.
Certified Advisory Corp left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #313 holding.
Certified Advisory Corp first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2026 and has held it in 2 quarters since.
Certified Advisory Corp's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $233K in Q2 2026.
72 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.