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COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$13K Buy
+273
New +$10.8K ﹤0.01% 1001

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COMPASS FINANCIAL MANAGEMENT LLC's WTAI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 273 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 273 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $13K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1001 holding.
  • 129 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.