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 Q1	$11.8K	Hold	417	–	–	﹤0.01%	532
2025 Q4	$12.2K	Buy	+417	New	+$12.5K	﹤0.01%	508

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Gen-Wealth Partners's WTAI Position: Q1 2026 in Review

Gen-Wealth Partners held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 417 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Gen-Wealth Partners first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.2K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Gen-Wealth Partners held 417 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $11.8K as of Q1 2026.
Gen-Wealth Partners left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #532 holding.
Gen-Wealth Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
Gen-Wealth Partners's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $12.2K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.