Envestnet Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Envestnet Asset Management’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	$376K	Sell	13,323 -832	-6%	-$24.7K	﹤0.01%	4135
2025 Q4	$412K	Buy	14,155 +1,987	+16%	+$59.4K	﹤0.01%	3835
2025 Q3	$348K	Buy	12,168 +483	+4%	+$12.6K	﹤0.01%	3987
2025 Q2	$287K	Buy	11,685 +846	+8%	+$17.8K	﹤0.01%	4049
2025 Q1	$206K	Buy	10,839 +1,265	+13%	+$27.9K	﹤0.01%	4126
2024 Q4	$211K	Buy	+9,574	New	+$205K	﹤0.01%	4074
2024 Q3	–	Sell	-17,256	Closed	-$361K	–	4324
2024 Q2	$361K	Sell	17,256 -8,926	-34%	-$179K	﹤0.01%	3625
2024 Q1	$544K	Buy	+26,182	New	+$541K	﹤0.01%	3380

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

Envestnet Asset Management's WTAI Position: Q1 2026 in Review

Envestnet Asset Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 5.9% in Q1 2026, selling an estimated $24.7K and leaving 13,323 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Envestnet Asset Management first reported a position in WTAI in Q1 2024 and has held it in 8 quarters since. The position peaked at $544K in Q1 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Envestnet Asset Management held 13,323 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $376K as of Q1 2026.
Envestnet Asset Management sold 832 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $24.7K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4135 holding.
Envestnet Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 8 quarters since.
Envestnet Asset Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $544K in Q1 2024.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.