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Harbour Investments’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Harbour Investments’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 		$96.7K Buy
3,425
+2,850
+496% +$84.7K ﹤0.01% 1964
2025
Q4 		$16.8K Sell
575
-50
-8% -$1.49K ﹤0.01% 2495
2025
Q3 		$17.9K Hold
625
– – ﹤0.01% 2407
2025
Q2 		$15.3K Hold
625
– – ﹤0.01% 2359
2025
Q1 		$11.9K Sell
625
-1,768
-74% -$39K ﹤0.01% 2443
2024
Q4 		$52.6K Buy
2,393
+3
+0.1% +$64 ﹤0.01% 1687
2024
Q3 		$47.6K Buy
2,390
+225
+10% +$4.44K ﹤0.01% 1680
2024
Q2 		$45.2K Sell
2,165
-250
-10% -$5.02K ﹤0.01% 1607
2024
Q1 		$50.1K Buy
2,415
+301
+14% +$6.22K ﹤0.01% 1526
2023
Q4 		$43.7K Buy
2,114
+4
+0.2% +$73 ﹤0.01% 1514
2023
Q3 		$36.8K Buy
+2,110
New +$39.2K ﹤0.01% 1484

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Harbour Investments's WTAI Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 496% in Q1 2026, buying an estimated $84.7K and bringing the position to 3,425 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Harbour Investments first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Harbour Investments held 3,425 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $96.7K as of Q1 2026.
  • Harbour Investments bought 2,850 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $84.7K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1964 holding.
  • Harbour Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.