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 Q2	$1.15M	Buy	24,260 +179	+0.7%	+$7.07K	﹤0.01%	2525
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 $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 Planning's WTAI Position: Q2 2026 in Review

Creative Planning increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.74% in Q2 2026, buying an estimated $7.07K and bringing the position to 24,260 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Creative Planning first reported a position in WTAI in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Creative Planning held 24,260 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.15M as of Q2 2026.
Creative Planning bought 179 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $7.07K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2525 holding.
Creative Planning first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.