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Farther Finance Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Farther Finance Advisors’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 		$135K Hold
2,853
– – ﹤0.01% 2499
2026
Q1 		$82.6K Sell
2,853
-104
-4% -$3.09K ﹤0.01% 2645
2025
Q4 		$86.2K Buy
2,957
+1,133
+62% +$33.8K ﹤0.01% 2439
2025
Q3 		$52.1K Buy
1,824
+24
+1% +$625 ﹤0.01% 2411
2025
Q2 		$44.2K Hold
1,800
– – ﹤0.01% 2194
2025
Q1 		$34.7K Buy
1,800
+1,745
+3,173% +$38.5K ﹤0.01% 2090
2024
Q4 		$1.21K Hold
55
– – ﹤0.01% 3184
2024
Q3 		$1.1K Hold
55
– – ﹤0.01% 3216
2024
Q2 		$1.15K Hold
55
– – ﹤0.01% 3021
2024
Q1 		$1.15K Sell
55
-109
-66% -$2.25K ﹤0.01% 2717
2023
Q4 		$3.39K Buy
+164
New +$2.99K ﹤0.01% 2174

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Farther Finance Advisors's WTAI Position: Q2 2026 in Review

Farther Finance Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 2,853 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Farther Finance Advisors first reported a position in WTAI in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Farther Finance Advisors held 2,853 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $135K as of Q2 2026.
  • Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #2499 holding.
  • Farther Finance Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 11 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.