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 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 $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

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

Evolution Wealth Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 317 shares worth $8.95K. The position accounts for 0.01% of the portfolio, ranked #529.

Evolution Wealth Management first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.24K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Evolution Wealth Management held 317 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $8.95K as of Q1 2026.
Evolution 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 Evolution Wealth Management's portfolio in Q1 2026, its #529 holding.
Evolution Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $9.24K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.