Glass Jacobson Investment Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Glass Jacobson Investment Advisors’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	$28.5K	Buy	1,009 +199	+25%	+$5.92K	0.01%	374
2025 Q4	$23.6K	Hold	810	–	–	0.01%	389
2025 Q3	$23.1K	Hold	810	–	–	0.01%	383
2025 Q2	$19.9K	Buy	+810	New	+$17K	0.01%	385

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 $31B AUM 28.39% 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

Glass Jacobson Investment Advisors's WTAI Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 25% in Q1 2026, buying an estimated $5.92K and bringing the position to 1,009 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #374.

Glass Jacobson Investment Advisors first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Glass Jacobson Investment Advisors held 1,009 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $28.5K as of Q1 2026.
Glass Jacobson Investment Advisors bought 199 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $5.92K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #374 holding.
Glass Jacobson Investment Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.