Cetera Investment Advisers’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Cetera Investment Advisers’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	$2.85M	Buy	60,034 +12,546	+26%	+$496K	﹤0.01%	2089
2026 Q1	$1.34M	Buy	47,488 +8,846	+23%	+$263K	﹤0.01%	2641
2025 Q4	$1.13M	Buy	38,642 +6,121	+19%	+$183K	﹤0.01%	2721
2025 Q3	$929K	Buy	32,521 +10,971	+51%	+$286K	﹤0.01%	2833
2025 Q2	$529K	Buy	21,550 +699	+3%	+$14.7K	﹤0.01%	2923
2025 Q1	$396K	Buy	20,851 +5,670	+37%	+$125K	﹤0.01%	3047
2024 Q4	$334K	Sell	15,181 -17,705	-54%	-$379K	﹤0.01%	3021
2024 Q3	$655K	Sell	32,886 -8,447	-20%	-$167K	﹤0.01%	2433
2024 Q2	$864K	Sell	41,333 -1,717	-4%	-$34.5K	﹤0.01%	2185
2024 Q1	$894K	Buy	+43,050	New	+$889K	﹤0.01%	2165

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

Cetera Investment Advisers's WTAI Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 26% in Q2 2026, buying an estimated $496K and bringing the position to 60,034 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Cetera Investment Advisers first reported a position in WTAI in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Cetera Investment Advisers held 60,034 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.85M as of Q2 2026.
Cetera Investment Advisers bought 12,546 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $496K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2089 holding.
Cetera Investment Advisers first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.