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Integrated Wealth Concepts’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Integrated Wealth Concepts’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 		$81.9K Buy
+1,724
New +$68.1K ﹤0.01% 2973

Other funds holding WTAI

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HWM
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Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's WTAI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 1,724 shares worth $81.9K. The stake represents ﹤0.01% of the portfolio and ranks #2973 among its holdings.

160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Integrated Wealth Concepts held 1,724 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $81.9K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2973 holding.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.