Focus Partners Wealth
WTAI icon

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
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Focus Partners Wealth's WTAI Position: Q1 2026 in Review

Focus Partners Wealth reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 7.1% in Q1 2026, selling an estimated $39.5K and leaving 17,255 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Focus Partners Wealth first reported a position in WTAI in Q1 2025 and has held it in 4 quarters since. The position peaked at $542K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Focus Partners Wealth held 17,255 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $487K as of Q1 2026.
  • Focus Partners Wealth sold 1,328 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $39.5K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1945 holding.
  • Focus Partners Wealth first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $542K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.