Golden State Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Golden State Wealth Management’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	$11.5K	Hold	407	–	–	﹤0.01%	1059
2025 Q4	$11.9K	Buy	+407	New	+$12.2K	﹤0.01%	1065

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

Golden State Wealth Management's WTAI Position: Q1 2026 in Review

Golden State Wealth Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 407 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Golden State Wealth Management first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.9K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Golden State Wealth Management held 407 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $11.5K as of Q1 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q1 2026, its #1059 holding.
Golden State Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
Golden State Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $11.9K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.