CIBC Private Wealth Group
WTAI icon

CIBC Private Wealth Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$73.5K Buy
2,521
+966
+62% +$28.9K ﹤0.01% 1634
2025
Q3 		$44.4K Hold
1,555
– – ﹤0.01% 1847
2025
Q2 		$38.2K Hold
1,555
– – ﹤0.01% 1766
2025
Q1 		$25.8K Sell
1,555
-635
-29% -$14K ﹤0.01% 1905
2024
Q4 		$49.3K Sell
2,190
-620
-22% -$13.3K ﹤0.01% 1686
2024
Q3 		$56K Sell
2,810
-485
-15% -$9.58K ﹤0.01% 1731
2024
Q2 		$71.6K Buy
3,295
+485
+17% +$9.74K ﹤0.01% 1529
2024
Q1 		$58.5K Buy
+2,810
New +$58K ﹤0.01% 1608

Other funds holding WTAI

LPL Financial
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC Private Wealth Group's WTAI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 62% in Q4 2025, buying an estimated $28.9K and bringing the position to 2,521 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

CIBC Private Wealth Group first reported a position in WTAI in Q1 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • CIBC Private Wealth Group held 2,521 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $73.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 966 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $28.9K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1634 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.