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

Insight 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 Q1	–	Sell	-29,900	Closed	-$871K	–	291
2025 Q4	$871K	Buy	29,900 +368	+1%	+$11K	0.13%	104
2025 Q3	$843K	Sell	29,532 -91	-0.3%	-$2.37K	0.13%	109
2025 Q2	$728K	Buy	29,623 +2,327	+9%	+$49K	0.12%	113
2025 Q1	$519K	Buy	27,296 +2,312	+9%	+$51K	0.09%	140
2024 Q4	$554K	Buy	24,984 +4,717	+23%	+$101K	0.09%	148
2024 Q3	$404K	Buy	20,267 +4,498	+29%	+$88.8K	0.07%	189
2024 Q2	$329K	Buy	15,769 +4,355	+38%	+$87.4K	0.06%	215
2024 Q1	$237K	Buy	+11,414	New	+$236K	0.05%	264

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

Insight Advisors's WTAI Position: Q1 2026 in Review

Insight Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 29,900 shares — an estimated $871K sold.

Insight Advisors first reported a position in WTAI in Q1 2024 and held it in 8 quarters. The position peaked at $871K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Insight Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 29,900 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $871K.
Insight Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and held it in 8 quarters.
Insight Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $871K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.