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

Integrated Advisors Network’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	$2.7M	Buy	61,773 +6,360	+11%	+$264K	0.12%	168
2026 Q2	$2.63M	Buy	55,413 +29,678	+115%	+$1.17M	0.12%	174
2026 Q1	$726K	Sell	25,735 -6,469	-20%	-$192K	0.04%	383
2025 Q4	$938K	Buy	32,204 +5,022	+18%	+$150K	0.04%	358
2025 Q3	$776K	Buy	27,182 +5,611	+26%	+$146K	0.03%	415
2025 Q2	$530K	Buy	21,571 +1,531	+8%	+$32.2K	0.02%	481
2025 Q1	$381K	Buy	+20,040	New	+$442K	0.02%	526

Other funds holding WTAI

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Integrated Advisors Network's WTAI Position: Q3 2026 in Review

Integrated Advisors Network increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 11% in Q3 2026, buying an estimated $264K and bringing the position to 61,773 shares worth $2.7M. The position accounts for 0.12% of the portfolio, ranked #168.

Integrated Advisors Network first reported a position in WTAI in Q1 2025 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Integrated Advisors Network held 61,773 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.7M as of Q3 2026.
Integrated Advisors Network bought 6,360 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $264K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.12% of Integrated Advisors Network's portfolio in Q3 2026, its #168 holding.
Integrated Advisors Network first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.