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 Q2	$2.63M	Buy	55,413 +29,678	+115%	+$1.17M	0.12%	174
2026 Q1	$727K	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

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

Integrated Advisors Network's WTAI Position: Q2 2026 in Review

Integrated Advisors Network increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 115% in Q2 2026, buying an estimated $1.17M and bringing the position to 55,413 shares worth $2.63M. The position accounts for 0.12% of the portfolio, ranked #174.

Integrated Advisors Network first reported a position in WTAI in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Integrated Advisors Network held 55,413 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.63M as of Q2 2026.
Integrated Advisors Network bought 29,678 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $1.17M.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.12% of Integrated Advisors Network's portfolio in Q2 2026, its #174 holding.
Integrated Advisors Network first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.