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Harbor Investment Advisory’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Harbor Investment Advisory’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 		$191K Buy
4,023
+411
+11% +$16.2K 0.01% 426
2026
Q1 		$102K Buy
3,612
+512
+17% +$15.2K 0.01% 508
2025
Q4 		$90.3K Buy
+3,100
New +$92.6K 0.01% 536
2025
Q2 		– Sell
-1,262
Closed -$24K – 1216
2025
Q1 		$24K Sell
1,262
-357
-22% -$7.87K ﹤0.01% 747
2024
Q4 		$35.6K Buy
1,619
+654
+68% +$14K ﹤0.01% 655
2024
Q3 		$19.2K Hold
965
– – ﹤0.01% 749
2024
Q2 		$20.2K Buy
+965
New +$19.4K ﹤0.01% 740

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Harbor Investment Advisory's WTAI Position: Q2 2026 in Review

Harbor Investment Advisory increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 11% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,023 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #426.

Harbor Investment Advisory first reported a position in WTAI in Q2 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Harbor Investment Advisory held 4,023 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $191K as of Q2 2026.
  • Harbor Investment Advisory bought 411 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $16.2K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #426 holding.
  • Harbor Investment Advisory first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.