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 Q2	$11.9K	Buy	+250	New	+$9.88K	﹤0.01%	3283

Other funds holding WTAI

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

IFP Advisors's WTAI Position: Q2 2026 in Review

IFP Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 250 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #3283 among its holdings.

40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

IFP Advisors held 250 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $11.9K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new IFP Advisors position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3283 holding.
40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.