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

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

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. 159 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.
159 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.