Janney Montgomery Scott’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Janney Montgomery Scott’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	$3.02M	Sell	63,663 -1,893	-3%	-$74.8K	0.01%	1252
2026 Q1	$1.85M	Buy	65,556 +45,611	+229%	+$1.36M	﹤0.01%	1320
2025 Q4	$581K	Buy	19,945 +275	+1%	+$8.21K	﹤0.01%	2099
2025 Q3	$562K	Buy	19,670 +1,415	+8%	+$36.8K	﹤0.01%	2072
2025 Q2	$448K	Sell	18,255 -1,035	-5%	-$21.8K	﹤0.01%	2082
2025 Q1	$367K	Buy	19,290 +1,417	+8%	+$31.2K	﹤0.01%	2189
2024 Q4	$393K	Buy	17,873 +3,561	+25%	+$76.1K	﹤0.01%	2146
2024 Q3	$285K	Buy	+14,312	New	+$283K	﹤0.01%	2320

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

Janney Montgomery Scott's WTAI Position: Q2 2026 in Review

Janney Montgomery Scott reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 2.9% in Q2 2026, selling an estimated $74.8K and leaving 63,663 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #1252.

Janney Montgomery Scott first reported a position in WTAI in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Janney Montgomery Scott held 63,663 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.02M as of Q2 2026.
Janney Montgomery Scott sold 1,893 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $74.8K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1252 holding.
Janney Montgomery Scott first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.