IA
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Integrity Alliance’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Integrity Alliance’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 		$433K Buy
15,340
+186
+1% +$5.53K 0.02% 488
2025
Q4 		$442K Sell
15,154
-63
-0.4% -$1.88K 0.02% 499
2025
Q3 		$435K Buy
15,217
+9
+0.1% +$234 0.02% 385
2025
Q2 		$374K Sell
15,208
-20,284
-57% -$427K 0.02% 345
2025
Q1 		$674K Buy
+35,492
New +$782K 0.03% 341

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Integrity Alliance's WTAI Position: Q1 2026 in Review

Integrity Alliance increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.2% in Q1 2026, buying an estimated $5.53K and bringing the position to 15,340 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #488.

Integrity Alliance first reported a position in WTAI in Q1 2025 and has held it in 5 quarters since. The position peaked at $674K in Q1 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Integrity Alliance held 15,340 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $433K as of Q1 2026.
  • Integrity Alliance bought 186 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $5.53K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Integrity Alliance's portfolio in Q1 2026, its #488 holding.
  • Integrity Alliance first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $674K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.