HG
WTAI icon

Herbst Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Herbst Group’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 		– Sell
-22,148
Closed -$645K – 72
2025
Q4 		$645K Buy
+22,148
New +$662K 0.38% 52

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

Herbst Group's WTAI Position: Q1 2026 in Review

Herbst Group sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 22,148 shares — an estimated $645K sold.

Herbst Group first reported a position in WTAI in Q4 2025 and held it in 1 quarter. The position peaked at $645K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Herbst Group reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
  • Herbst Group sold 22,148 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $645K.
  • Herbst Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and held it in 1 quarter.
  • Herbst Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $645K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Herbst Group's 13F filing for Q1 2026, filed 9 Apr 2026.