Guardian Wealth Advisors (North Carolina)’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.22K	Buy	+114	New	+$3.39K	﹤0.01%	581
2025 Q3	–	Sell	-112	Closed	-$2.75K	–	555
2025 Q2	$2.75K	Buy	+112	New	+$2.36K	﹤0.01%	522

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

Guardian Wealth Advisors (North Carolina)'s WTAI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 114 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in WTAI as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in WTAI in Q2 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 114 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.22K as of Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #581 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.