Fidelity Investments
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Fidelity Investments’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Fidelity Investments’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 		$86.1K Buy
1,814
+1,241
+217% +$49K ﹤0.01% 4044
2026
Q1 		$16.2K Buy
573
+3
+0.5% +$89 ﹤0.01% 4601
2025
Q4 		$16.6K Buy
570
+2
+0.4% +$60 ﹤0.01% 4546
2025
Q3 		$16.2K Buy
568
+548
+2,740% +$14.3K ﹤0.01% 4433
2025
Q2 		$491 Sell
20
-158
-89% -$3.32K ﹤0.01% 5034
2025
Q1 		$3.39K Buy
178
+125
+236% +$2.75K ﹤0.01% 4796
2024
Q4 		$1.17K Sell
53
-167
-76% -$3.57K ﹤0.01% 4904
2024
Q3 		$4.38K Buy
220
+40
+22% +$790 ﹤0.01% 4655
2024
Q2 		$3.76K Sell
180
-340
-65% -$6.83K ﹤0.01% 4620
2024
Q1 		$10.8K Buy
520
+491
+1,693% +$10.1K ﹤0.01% 4244
2023
Q4 		$600 Buy
29
+9
+45% +$164 ﹤0.01% 4801
2023
Q3 		$348 Buy
+20
New +$372 ﹤0.01% 4747
2023
Q1 		– Sell
-1
Closed -$14 – 5559
2022
Q4 		$14 Buy
+1
New +$15 ﹤0.01% 5195

Other funds holding WTAI

LPL Financial
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
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments's WTAI Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 217% in Q2 2026, buying an estimated $49K and bringing the position to 1,814 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

Fidelity Investments first reported a position in WTAI in Q4 2022 and has held it in 13 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Fidelity Investments held 1,814 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $86.1K as of Q2 2026.
  • Fidelity Investments bought 1,241 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $49K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4044 holding.
  • Fidelity Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2022 and has held it in 13 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.