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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
Q2 		$182K Buy
3,825
+400
+12% +$15.8K ﹤0.01% 1659
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 $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Harbour Investments's WTAI Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 12% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,825 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Harbour Investments first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Harbour Investments held 3,825 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $182K as of Q2 2026.
  • Harbour Investments bought 400 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $15.8K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1659 holding.
  • Harbour Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.