EI
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EFG International’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

EFG International’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 		$71.2K Hold
1,500
– – ﹤0.01% 729
2026
Q1 		$42.3K Hold
1,500
– – ﹤0.01% 742
2025
Q4 		$43.7K Buy
+1,500
New +$44.8K ﹤0.01% 686

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HWM
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Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EFG International's WTAI Position: Q2 2026 in Review

EFG International held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 1,500 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

EFG International first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • EFG International held 1,500 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $71.2K as of Q2 2026.
  • EFG International left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #729 holding.
  • EFG International first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.