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
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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Ameriprise
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KAS
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HP
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ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

EFG International's WTAI Position: Q1 2026 in Review

EFG International held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 1,500 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

EFG International first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.7K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • EFG International held 1,500 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $42.3K as of Q1 2026.
  • EFG International left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of EFG International's portfolio in Q1 2026, its #742 holding.
  • EFG International first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
  • EFG International's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $43.7K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.