Commonwealth Equity Services
WTAI icon

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
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 		$1.03M 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services's WTAI Position: Q2 2026 in Review

Commonwealth Equity Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.7% in Q2 2026, buying an estimated $81.2K and bringing the position to 120,269 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #1311.

Commonwealth Equity Services first reported a position in WTAI in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Commonwealth Equity Services held 120,269 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $5.71M as of Q2 2026.
  • Commonwealth Equity Services bought 2,054 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $81.2K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1311 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.