BFC Planning, Inc.’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

BFC Planning, Inc.’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	$7.93K	Buy	+167	New	+$6.6K	﹤0.01%	2483

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Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFC Planning, Inc.'s WTAI Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 167 shares worth $7.93K. The stake represents ﹤0.01% of the portfolio and ranks #2483 among its holdings.

160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

BFC Planning, Inc. held 167 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $7.93K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new BFC Planning, Inc. position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2483 holding.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.