Envestnet Asset Management
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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
2025
Q2 		$287K Buy
2025
Q1 		$206K Buy
2024
Q4 		$211K Buy
2024
Q3 		– Sell
2024
Q2 		$361K Sell
2024
Q1 		$544K Buy