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CLG LLC’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

CLG 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 		$3.26M Buy
+68,756
New +$2.72M 0.72% 32

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

CLG LLC's WTAI Position: Q2 2026 in Review

CLG LLC opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 68,756 shares worth $3.26M. The stake represents 0.72% of the portfolio and ranks #32 among its holdings.

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

  • CLG LLC held 68,756 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.26M as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new CLG LLC position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.72% of CLG LLC's portfolio in Q2 2026, its #32 holding.
  • 18 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.