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Clearstead Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Clearstead Advisors’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 		$1.05M Buy
22,050
+4,900
+29% +$194K 0.01% 537
2026
Q1 		$484K Buy
+17,150
New +$510K ﹤0.01% 719

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
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Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearstead Advisors's WTAI Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 22,050 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #537.

Clearstead Advisors first reported a position in WTAI in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Clearstead Advisors held 22,050 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.05M as of Q2 2026.
  • Clearstead Advisors bought 4,900 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $194K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #537 holding.
  • Clearstead Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.