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 Q3	$5.34M	Buy	122,132 +1,863	+2%	+$77.2K	0.01%	1333
2026 Q2	$5.71M	Buy	120,269 +2,054	+2%	+$81.2K	0.01%	1311
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	$1.04M	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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Commonwealth Equity Services's WTAI Position: Q3 2026 in Review

Commonwealth Equity Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.5% in Q3 2026, buying an estimated $77.2K and bringing the position to 122,132 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #1333.

Commonwealth Equity Services first reported a position in WTAI in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.71M in Q2 2026. 54 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Commonwealth Equity Services held 122,132 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $5.34M as of Q3 2026.
Commonwealth Equity Services bought 1,863 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $77.2K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1333 holding.
Commonwealth Equity Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $5.71M in Q2 2026.
54 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.