Comprehensive Financial Planning’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Comprehensive Financial Planning’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	$29.1K	Buy	613 +1	+0.2%	+$40	0.02%	212
2026 Q1	$17.3K	Hold	612	–	–	0.01%	228
2025 Q4	$17.9K	Buy	612 +10	+2%	+$299	0.01%	222
2025 Q3	$17.2K	Hold	602	–	–	0.01%	214
2025 Q2	$14.8K	Buy	602 +1	+0.2%	+$21	0.01%	208
2025 Q1	$11.4K	Sell	601 -503	-46%	-$11.1K	0.01%	207
2024 Q4	$24.3K	Buy	+1,104	New	+$23.6K	0.02%	194

Other funds holding WTAI

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Comprehensive Financial Planning's WTAI Position: Q2 2026 in Review

Comprehensive Financial Planning increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.16% in Q2 2026, buying an estimated $40 and bringing the position to 613 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #212.

Comprehensive Financial Planning first reported a position in WTAI in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Comprehensive Financial Planning held 613 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $29.1K as of Q2 2026.
Comprehensive Financial Planning bought 1 WisdomTree Artificial Intelligence and Innovation Fund share in Q2 2026, an estimated $40.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #212 holding.
Comprehensive Financial Planning first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.