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 Q2	$327K	Buy	+6,899	New	+$273K	0.13%	92
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 $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

Fox Hill Wealth Management's WTAI Position: Q2 2026 in Review

Fox Hill Wealth Management opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 6,899 shares worth $327K. The stake represents 0.13% of the portfolio and ranks #92 among its holdings. This is a return to the name: Fox Hill Wealth Management previously reported a position in WTAI as recently as Q4 2025.

Fox Hill Wealth Management first reported a position in WTAI in Q1 2024 and has held it in 9 quarters since. The position peaked at $444K in Q3 2025. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Fox Hill Wealth Management held 6,899 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $327K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Fox Hill Wealth Management position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.13% of Fox Hill Wealth Management's portfolio in Q2 2026, its #92 holding.
Fox Hill Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 9 quarters since.
Fox Hill Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $444K in Q3 2025.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.