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Compass Financial Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Compass Financial Management’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 		$13K Buy
+273
New +$10.8K ﹤0.01% 1001

Other funds holding WTAI

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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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Compass Financial Management's WTAI Position: Q2 2026 in Review

Compass Financial Management opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 273 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

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

  • Compass Financial Management held 273 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $13K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Compass Financial Management position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1001 holding.
  • 152 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.