Coppell Advisory Solutions’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-2	Closed	-$46	–	1890
2024 Q4	$46	Hold	2	–	–	﹤0.01%	1940
2024 Q3	$40	Hold	2	–	–	﹤0.01%	1842
2024 Q2	$42	Buy	+2	New	+$40	﹤0.01%	1761
2023 Q4	$41	Buy	+2	New	+$36	﹤0.01%	1681

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Coppell Advisory Solutions's WTAI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2025, closing a stake of 2 shares — an estimated $46 sold.

Coppell Advisory Solutions first reported a position in WTAI in Q4 2023 and held it in 4 quarters. The position peaked at $46 in Q4 2024. 91 funds tracked by Wall St. Rank hold WTAI as of Q1 2025.

Coppell Advisory Solutions reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2025, an estimated $46.
Coppell Advisory Solutions first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $46 in Q4 2024.
91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.