Commonwealth Equity Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Commonwealth Equity Services’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	$3.34M	Buy	118,215 +6,597	+6%	+$196K	﹤0.01%	1624
2025 Q4	$3.25M	Buy	111,618 +68,754	+160%	+$2.05M	﹤0.01%	1628
2025 Q3	$1.22M	Sell	42,864 -12,877	-23%	-$335K	﹤0.01%	2432
2025 Q2	$1.37M	Sell	55,741 -6,540	-11%	-$138K	﹤0.01%	2314
2025 Q1	$1.18M	Buy	62,281 +19,794	+47%	+$436K	﹤0.01%	2330
2024 Q4	$935K	Sell	42,487 -14,580	-26%	-$312K	﹤0.01%	2440
2024 Q3	$1.14M	Buy	57,067 +7,536	+15%	+$149K	﹤0.01%	2245
2024 Q2	$1.03M	Buy	49,531 +3,769	+8%	+$75.7K	﹤0.01%	2258
2024 Q1	$950K	Buy	45,762 +30,539	+201%	+$631K	﹤0.01%	2287
2023 Q4	$315K	Buy	+15,223	New	+$277K	﹤0.01%	3132

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

Commonwealth Equity Services's WTAI Position: Q1 2026 in Review

Commonwealth Equity Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 5.9% in Q1 2026, buying an estimated $196K and bringing the position to 118,215 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Commonwealth Equity Services first reported a position in WTAI in Q4 2023 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Commonwealth Equity Services held 118,215 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.34M as of Q1 2026.
Commonwealth Equity Services bought 6,597 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $196K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1624 holding.
Commonwealth Equity Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 10 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.