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

HighPoint Advisor 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 		$254K Buy
9,001
+350
+4% +$10.4K 0.01% 567
2025
Q4 		$252K Buy
+8,651
New +$258K 0.01% 927

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Ameriprise
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KAS
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HP
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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

HighPoint Advisor Group's WTAI Position: Q1 2026 in Review

HighPoint Advisor Group increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4% in Q1 2026, buying an estimated $10.4K and bringing the position to 9,001 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #567.

HighPoint Advisor Group first reported a position in WTAI in Q4 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • HighPoint Advisor Group held 9,001 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $254K as of Q1 2026.
  • HighPoint Advisor Group bought 350 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $10.4K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of HighPoint Advisor Group's portfolio in Q1 2026, its #567 holding.
  • HighPoint Advisor Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.