Fox Hill Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Fox Hill Wealth Management’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	–	Sell	-14,648	Closed	-$427K	–	123
2025 Q4	$427K	Sell	14,648 -909	-6%	-$27.2K	0.2%	73
2025 Q3	$444K	Sell	15,557 -338	-2%	-$8.8K	0.21%	72
2025 Q2	$390K	Sell	15,895 -148	-0.9%	-$3.11K	0.2%	78
2025 Q1	$305K	Sell	16,043 -387	-2%	-$8.53K	0.18%	83
2024 Q4	$361K	Sell	16,430 -239	-1%	-$5.11K	0.2%	76
2024 Q3	$332K	Sell	16,669 -543	-3%	-$10.7K	0.18%	79
2024 Q2	$360K	Buy	17,212 +62	+0.4%	+$1.25K	0.22%	71
2024 Q1	$356K	Buy	+17,150	New	+$354K	0.24%	74

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

Fox Hill Wealth Management's WTAI Position: Q1 2026 in Review

Fox Hill Wealth Management sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 14,648 shares — an estimated $427K sold.

Fox Hill Wealth Management first reported a position in WTAI in Q1 2024 and held it in 8 quarters. The position peaked at $444K in Q3 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Fox Hill Wealth Management reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
Fox Hill Wealth Management sold 14,648 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $427K.
Fox Hill Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and held it in 8 quarters.
Fox Hill Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $444K in Q3 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.