Horizon Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Horizon Wealth Management’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	$17M	Sell	358,681 -191,412	-35%	-$7.56M	2.17%	18
2026 Q1	$15.5M	Buy	550,093 +21,742	+4%	+$646K	2.28%	18
2025 Q4	$15.4M	Buy	+528,351	New	+$15.8M	2.39%	13

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Horizon Wealth Management's WTAI Position: Q2 2026 in Review

Horizon Wealth Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 35% in Q2 2026, selling an estimated $7.56M and leaving 358,681 shares worth $17M. The position accounts for 2.17% of the portfolio, ranked #18.

Horizon Wealth Management 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.

Horizon Wealth Management held 358,681 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $17M as of Q2 2026.
Horizon Wealth Management sold 191,412 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $7.56M.
WisdomTree Artificial Intelligence and Innovation Fund made up 2.17% of Horizon Wealth Management's portfolio in Q2 2026, its #18 holding.
Horizon Wealth Management 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 Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.