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

Clearwater Capital 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	$376K	Hold	7,914	–	–	0.03%	141
2026 Q1	$223K	Sell	7,914 -101	-1%	-$3K	0.02%	162
2025 Q4	$234K	Buy	8,015 +242	+3%	+$7.23K	0.02%	152
2025 Q3	$222K	Buy	+7,773	New	+$202K	0.02%	160

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearwater Capital Advisors's WTAI Position: Q2 2026 in Review

Clearwater Capital Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 7,914 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #141.

Clearwater Capital Advisors first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Clearwater Capital Advisors held 7,914 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $376K as of Q2 2026.
Clearwater Capital Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #141 holding.
Clearwater Capital Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

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