Focus Partners Wealth’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Focus Partners Wealth’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	$826K	Buy	17,400 +145	+0.8%	+$5.73K	﹤0.01%	1719
2026 Q1	$487K	Sell	17,255 -1,328	-7%	-$39.5K	﹤0.01%	1945
2025 Q4	$542K	Buy	+18,583	New	+$555K	﹤0.01%	1918
2025 Q3	–	Sell	-14,761	Closed	-$363K	–	2329
2025 Q2	$363K	Sell	14,761 -431	-3%	-$9.07K	﹤0.01%	1588
2025 Q1	$289K	Buy	+15,192	New	+$335K	﹤0.01%	1592

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

Focus Partners Wealth's WTAI Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.84% in Q2 2026, buying an estimated $5.73K and bringing the position to 17,400 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Focus Partners Wealth first reported a position in WTAI in Q1 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Focus Partners Wealth held 17,400 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $826K as of Q2 2026.
Focus Partners Wealth bought 145 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $5.73K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1719 holding.
Focus Partners Wealth first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.