EPG Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

EPG Wealth 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	$47.5K	Hold	1,000	–	–	0.01%	229
2026 Q1	$28.2K	Hold	1,000	–	–	0.01%	249
2025 Q4	$29.1K	Hold	1,000	–	–	0.01%	245
2025 Q3	$28.6K	Hold	1,000	–	–	0.01%	247
2025 Q2	$24.6K	Hold	1,000	–	–	0.01%	247
2025 Q1	$19K	Hold	1,000	–	–	0.01%	343
2024 Q4	$22K	Hold	1,000	–	–	0.01%	339
2024 Q3	$19.9K	Buy	+1,000	New	+$19.8K	0.01%	344
2024 Q2	–	Sell	-1,000	Closed	-$20.1K	–	364
2024 Q1	$20.8K	Hold	1,000	–	–	0.01%	360
2023 Q4	$20.9K	Hold	1,000	–	–	0.01%	344
2023 Q3	$17.4K	Buy	+1,000	New	+$18.6K	0.01%	344

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

EPG Wealth Management's WTAI Position: Q2 2026 in Review

EPG Wealth Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 1,000 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #229.

EPG Wealth Management first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

EPG Wealth Management held 1,000 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $47.5K as of Q2 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q2 2026, its #229 holding.
EPG Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.