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 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 $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

Clearwater Capital Advisors's WTAI Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.3% in Q1 2026, selling an estimated $3K and leaving 7,914 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #162.

Clearwater Capital Advisors first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Clearwater Capital Advisors held 7,914 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $223K as of Q1 2026.
Clearwater Capital Advisors sold 101 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $3K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #162 holding.
Clearwater Capital Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
Clearwater Capital Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $234K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.