Creative Financial Designs’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Creative Financial Designs’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	$2.16M	Buy	45,508 +3,356	+8%	+$133K	0.1%	181
2026 Q1	$1.19M	Sell	42,152 -2,419	-5%	-$71.9K	0.07%	213
2025 Q4	$1.3M	Buy	44,571 +2,754	+7%	+$82.3K	0.08%	200
2025 Q3	$1.19M	Buy	41,817 +18,223	+77%	+$474K	0.08%	208
2025 Q2	$579K	Buy	23,594 +10,452	+80%	+$220K	0.04%	304
2025 Q1	$250K	Buy	13,142 +11,809	+886%	+$260K	0.02%	397
2024 Q4	$29.3K	Buy	+1,333	New	+$28.5K	﹤0.01%	958
2023 Q3	–	Sell	-800	Closed	-$15.3K	–	1553
2023 Q2	$15.3K	Buy	+800	New	+$14K	﹤0.01%	910

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

Creative Financial Designs's WTAI Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 8% in Q2 2026, buying an estimated $133K and bringing the position to 45,508 shares worth $2.16M. The position accounts for 0.1% of the portfolio, ranked #181.

Creative Financial Designs first reported a position in WTAI in Q2 2023 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Creative Financial Designs held 45,508 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.16M as of Q2 2026.
Creative Financial Designs bought 3,356 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $133K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.1% of Creative Financial Designs's portfolio in Q2 2026, its #181 holding.
Creative Financial Designs first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.