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 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 $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

Integrated Advisors Network's WTAI Position: Q1 2026 in Review

Integrated Advisors Network reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 20% in Q1 2026, selling an estimated $192K and leaving 25,735 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #383.

Integrated Advisors Network first reported a position in WTAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $938K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Integrated Advisors Network held 25,735 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $727K as of Q1 2026.
Integrated Advisors Network sold 6,469 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $192K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.04% of Integrated Advisors Network's portfolio in Q1 2026, its #383 holding.
Integrated Advisors Network first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 5 quarters since.
Integrated Advisors Network's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $938K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.