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

Gen-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 		$19.8K Hold
417
– – 0.01% 500
2026
Q1 		$11.8K Hold
417
– – ﹤0.01% 532
2025
Q4 		$12.2K Buy
+417
New +$12.5K ﹤0.01% 508

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KAS
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HP
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ASN
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QA
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AssetMark Inc
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JP Morgan Chase
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gen-Wealth Partners's WTAI Position: Q2 2026 in Review

Gen-Wealth Partners held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 417 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #500.

Gen-Wealth Partners first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Gen-Wealth Partners held 417 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $19.8K as of Q2 2026.
  • Gen-Wealth Partners left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #500 holding.
  • Gen-Wealth Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.