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 Q1	$484K	Buy	+17,150	New	+$510K	﹤0.01%	719

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

Clearstead Advisors's WTAI Position: Q1 2026 in Review

Clearstead Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 17,150 shares worth $484K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Clearstead Advisors held 17,150 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $484K as of Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Clearstead Advisors position in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #719 holding.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.