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

COFG 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 		$262K Sell
9,286
-1,233
-12% -$36.7K 0.06% 199
2025
Q4 		$307K Buy
+10,519
New +$314K 0.08% 167

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KAS
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HP
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ASN
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QA
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JP Morgan Chase
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

COFG Advisors's WTAI Position: Q1 2026 in Review

COFG Advisors reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 12% in Q1 2026, selling an estimated $36.7K and leaving 9,286 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #199.

COFG Advisors first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $307K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • COFG Advisors held 9,286 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $262K as of Q1 2026.
  • COFG Advisors sold 1,233 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $36.7K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.06% of COFG Advisors's portfolio in Q1 2026, its #199 holding.
  • COFG Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $307K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.