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 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 $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

EPG Wealth Management's WTAI Position: Q1 2026 in Review

EPG Wealth Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 1,000 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #249.

EPG Wealth Management first reported a position in WTAI in Q3 2023 and has held it in 10 quarters since. The position peaked at $29.1K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

EPG Wealth Management held 1,000 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $28.2K as of Q1 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q1 2026, its #249 holding.
EPG Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 10 quarters since.
EPG Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $29.1K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.