Glen Eagle Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Glen Eagle 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 Q2	$28.5K	Buy	+600	New	+$23.7K	﹤0.01%	547
2025 Q3	–	Sell	-270	Closed	-$6.63K	–	1150
2025 Q2	$6.63K	Hold	270	–	–	﹤0.01%	698
2025 Q1	$5.13K	Hold	270	–	–	﹤0.01%	724
2024 Q4	$5.94K	Hold	270	–	–	﹤0.01%	725
2024 Q3	$5.38K	Hold	270	–	–	﹤0.01%	748
2024 Q2	$5.64K	Hold	270	–	–	﹤0.01%	747
2024 Q1	$5.61K	Hold	270	–	–	﹤0.01%	750
2023 Q4	$5.59K	Hold	270	–	–	﹤0.01%	719
2023 Q3	$4.7K	Buy	+270	New	+$5.02K	﹤0.01%	735

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

Glen Eagle Advisors's WTAI Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 600 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in WTAI as recently as Q2 2025.

Glen Eagle Advisors first reported a position in WTAI in Q3 2023 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Glen Eagle Advisors held 600 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $28.5K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Glen Eagle Advisors position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #547 holding.
Glen Eagle Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.