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
2026 Q2	$68.5K	Buy	+1,444	New	+$57.1K	﹤0.01%	2313
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

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

Global Retirement Partners's WTAI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 1,444 shares worth $68.5K. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTAI as recently as Q4 2025.

Global Retirement Partners first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Global Retirement Partners held 1,444 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $68.5K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2313 holding.
Global Retirement Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.