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 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 $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

Creative Financial Designs's WTAI Position: Q1 2026 in Review

Creative Financial Designs reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 5.4% in Q1 2026, selling an estimated $71.9K and leaving 42,152 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #213.

Creative Financial Designs first reported a position in WTAI in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Creative Financial Designs held 42,152 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.19M as of Q1 2026.
Creative Financial Designs sold 2,419 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $71.9K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.07% of Creative Financial Designs's portfolio in Q1 2026, its #213 holding.
Creative Financial Designs first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 7 quarters since.
Creative Financial Designs's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.3M in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.