Gateway Wealth Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Gateway Wealth Partners’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	$539K	Sell	11,362 -11,740	-51%	-$464K	0.03%	452
2026 Q1	$652K	Buy	23,102 +12,856	+125%	+$382K	0.03%	483
2025 Q4	$299K	Buy	+10,246	New	+$306K	0.03%	368

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

Gateway Wealth Partners's WTAI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 51% in Q2 2026, selling an estimated $464K and leaving 11,362 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #452.

Gateway Wealth Partners first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $652K in Q1 2026. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Gateway Wealth Partners held 11,362 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $539K as of Q2 2026.
Gateway Wealth Partners sold 11,740 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $464K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #452 holding.
Gateway Wealth Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
Gateway Wealth Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $652K in Q1 2026.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.