Evanson Financial’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Evanson Financial’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	$454K	Buy	+9,565	New	+$378K	0.02%	212

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Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM