FFA
WTAI icon

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

Founders Financial Alliance’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 		$15.2K Hold
320
– – ﹤0.01% 662
2026
Q1 		$9.03K Hold
320
– – ﹤0.01% 644
2025
Q4 		$9.32K Buy
+320
New +$9.56K ﹤0.01% 511

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

Founders Financial Alliance's WTAI Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 320 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Founders Financial Alliance first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Founders Financial Alliance held 320 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $15.2K as of Q2 2026.
  • Founders Financial Alliance left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #662 holding.
  • Founders Financial Alliance first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.