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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
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Wealth Management's WTAI Position: Q1 2026 in Review

Horizon Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4.1% in Q1 2026, buying an estimated $646K and bringing the position to 550,093 shares worth $15.5M. The position accounts for 2.28% of the portfolio, ranked #18.

Horizon Wealth Management 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.

  • Horizon Wealth Management held 550,093 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $15.5M as of Q1 2026.
  • Horizon Wealth Management bought 21,742 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $646K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 2.28% of Horizon Wealth Management's portfolio in Q1 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 2 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.