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 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 $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

Cetera Investment Advisers's WTAI Position: Q1 2026 in Review

Cetera Investment Advisers increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 23% in Q1 2026, buying an estimated $263K and bringing the position to 47,488 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Cetera Investment Advisers first reported a position in WTAI in Q1 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Cetera Investment Advisers held 47,488 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.34M as of Q1 2026.
Cetera Investment Advisers bought 8,846 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $263K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2641 holding.
Cetera Investment Advisers first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.