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 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 $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

Comprehensive Financial Planning's WTAI Position: Q1 2026 in Review

Comprehensive Financial Planning held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 612 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #228.

Comprehensive Financial Planning first reported a position in WTAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3K in Q4 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Comprehensive Financial Planning held 612 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $17.3K as of Q1 2026.
Comprehensive Financial Planning left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #228 holding.
Comprehensive Financial Planning first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $24.3K in Q4 2024.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.