IFP Advisors
WTAI icon

IFP Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

IFP Advisors’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
Q3 		$14.6K Buy
335
+85
+34% +$3.52K ﹤0.01% 3140
2026
Q2 		$11.9K Buy
+250
New +$9.9K ﹤0.01% 3283

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IFP Advisors's WTAI Position: Q3 2026 in Review

IFP Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 34% in Q3 2026, buying an estimated $3.52K and bringing the position to 335 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

IFP Advisors first reported a position in WTAI in Q2 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

  • IFP Advisors held 335 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $14.6K as of Q3 2026.
  • IFP Advisors bought 85 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $3.52K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3140 holding.
  • IFP Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.