Independent Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Independent Financial 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	$1.07M	Buy	+22,602	New	+$893K	0.02%	657
2026 Q1	–	Sell	-11,302	Closed	-$329K	–	1540
2025 Q4	$329K	Buy	11,302 +115	+1%	+$3.44K	0.01%	1100
2025 Q3	$320K	Buy	11,187 +1,504	+16%	+$39.2K	0.01%	1062
2025 Q2	$238K	Sell	9,683 -518	-5%	-$10.9K	0.01%	1138
2025 Q1	$194K	Buy	+10,201	New	+$225K	0.01%	1123

Other funds holding WTAI

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 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

Independent Financial Group's WTAI Position: Q2 2026 in Review

Independent Financial Group opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 22,602 shares worth $1.07M. The stake represents 0.02% of the portfolio and ranks #657 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in WTAI as recently as Q4 2025.

Independent Financial Group first reported a position in WTAI in Q1 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Independent Financial Group held 22,602 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.07M as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Independent Financial Group position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #657 holding.
Independent Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 5 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.