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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
Q2 		$433K Buy
9,130
+129
+1% +$5.1K 0.02% 500
2026
Q1 		$254K Buy
9,001
+350
+4% +$10.4K 0.01% 567
2025
Q4 		$252K Buy
+8,651
New +$258K 0.01% 927

Other funds holding WTAI

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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

HighPoint Advisor Group's WTAI Position: Q2 2026 in Review

HighPoint Advisor Group increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.4% in Q2 2026, buying an estimated $5.1K and bringing the position to 9,130 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #500.

HighPoint Advisor Group first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • HighPoint Advisor Group held 9,130 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $433K as of Q2 2026.
  • HighPoint Advisor Group bought 129 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $5.1K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #500 holding.
  • HighPoint Advisor Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.