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

Creative 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	$680K	Buy	24,081 +929	+4%	+$27.6K	﹤0.01%	2781
2025 Q4	$675K	Buy	23,152 +3,435	+17%	+$103K	﹤0.01%	2591
2025 Q3	$563K	Buy	19,717 +1,509	+8%	+$39.3K	﹤0.01%	2609
2025 Q2	$447K	Buy	18,208 +1,099	+6%	+$23.1K	﹤0.01%	2565
2025 Q1	$325K	Buy	17,109 +229	+1%	+$5.05K	﹤0.01%	2680
2024 Q4	$371K	Sell	16,880 -1,134	-6%	-$24.2K	﹤0.01%	2497
2024 Q3	$359K	Sell	18,014 -1,505	-8%	-$29.7K	﹤0.01%	2376
2024 Q2	$408K	Buy	19,519 +5,263	+37%	+$106K	﹤0.01%	2107
2024 Q1	$296K	Buy	+14,256	New	+$294K	﹤0.01%	2262

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 Planning's WTAI Position: Q1 2026 in Review

Creative Planning increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4% in Q1 2026, buying an estimated $27.6K and bringing the position to 24,081 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Creative Planning first reported a position in WTAI in Q1 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Creative Planning held 24,081 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $680K as of Q1 2026.
Creative Planning bought 929 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $27.6K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2781 holding.
Creative Planning first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.