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Forum Finance Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Forum Finance Group’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 		$72K Hold
1,864
– – 0.03% 214
2026
Q1 		$44K Buy
+1,864
New +$55.4K 0.02% 206

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Forum Finance Group's WTAI Position: Q2 2026 in Review

Forum Finance Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 1,864 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #214.

Forum Finance Group first reported a position in WTAI in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Forum Finance Group held 1,864 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $72K as of Q2 2026.
  • Forum Finance Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #214 holding.
  • Forum Finance Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.