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Global Retirement Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Global Retirement 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
2025
Q4 		$42.1K Buy
1,444
+600
+71% +$17.9K ﹤0.01% 2458
2025
Q3 		$24.1K Buy
844
+708
+521% +$18.4K ﹤0.01% 2305
2025
Q2 		$3.34K Buy
+136
New +$2.86K ﹤0.01% 3052

Other funds holding WTAI

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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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Global Retirement Partners's WTAI Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 71% in Q4 2025, buying an estimated $17.9K and bringing the position to 1,444 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Global Retirement Partners first reported a position in WTAI in Q2 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • Global Retirement Partners held 1,444 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $42.1K as of Q4 2025.
  • Global Retirement Partners bought 600 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $17.9K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2458 holding.
  • Global Retirement Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.