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International Assets Investment Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

International Assets Investment Management’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 		$404K Buy
8,985
+6,500
+262% +$257K 0.02% 569
2026
Q1 		$72K Sell
2,485
-60
-2% -$1.78K 0.01% 1109
2025
Q4 		$74.2K Buy
+2,545
New +$76K 0.01% 1087
2024
Q3 		– Sell
-6,965
Closed -$146K – 2651
2024
Q2 		$146K Buy
+6,965
New +$140K 0.01% 817

Other funds holding WTAI

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

International Assets Investment Management's WTAI Position: Q2 2026 in Review

International Assets Investment Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 262% in Q2 2026, buying an estimated $257K and bringing the position to 8,985 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #569.

International Assets Investment Management first reported a position in WTAI in Q2 2024 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • International Assets Investment Management held 8,985 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $404K as of Q2 2026.
  • International Assets Investment Management bought 6,500 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $257K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #569 holding.
  • International Assets Investment Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.