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

Financial Consulate’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	$19K	Buy	+672	New	+$20K	﹤0.01%	498

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

Financial Consulate's WTAI Position: Q1 2026 in Review

Financial Consulate opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 672 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Financial Consulate held 672 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $19K as of Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Financial Consulate position in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #498 holding.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.