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

Evolution 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	$15K	Hold	317	–	–	0.01%	514
2026 Q1	$8.95K	Hold	317	–	–	0.01%	529
2025 Q4	$9.24K	Hold	317	–	–	0.01%	457
2025 Q3	$9.05K	Buy	317 +78	+33%	+$2.03K	0.01%	382
2025 Q2	$5.87K	Buy	+239	New	+$5.03K	0.01%	431

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

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

Evolution Wealth Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 317 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #514.

Evolution Wealth Management first reported a position in WTAI in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Evolution Wealth Management held 317 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $15K as of Q2 2026.
Evolution 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 Evolution Wealth Management's portfolio in Q2 2026, its #514 holding.
Evolution Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 5 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.