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Garrett Wealth Advisory Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Garrett Wealth Advisory 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 		$318K Buy
+6,698
New +$265K 0.05% 115

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HWM
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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

Garrett Wealth Advisory Group's WTAI Position: Q2 2026 in Review

Garrett Wealth Advisory Group opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 6,698 shares worth $318K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings.

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

  • Garrett Wealth Advisory Group held 6,698 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $318K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Garrett Wealth Advisory Group position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.05% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #115 holding.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.