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 Q2	$875K	Buy	18,431 +5,108	+38%	+$202K	﹤0.01%	3707
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 $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

Envestnet Asset Management's WTAI Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 38% in Q2 2026, buying an estimated $202K and bringing the position to 18,431 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Envestnet Asset Management first reported a position in WTAI in Q1 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Envestnet Asset Management held 18,431 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $875K as of Q2 2026.
Envestnet Asset Management bought 5,108 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $202K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3707 holding.
Envestnet Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.