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 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 $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

Janney Montgomery Scott's WTAI Position: Q1 2026 in Review

Janney Montgomery Scott increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 229% in Q1 2026, buying an estimated $1.36M and bringing the position to 65,556 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Janney Montgomery Scott first reported a position in WTAI in Q3 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Janney Montgomery Scott held 65,556 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.85M as of Q1 2026.
Janney Montgomery Scott bought 45,611 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $1.36M.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1320 holding.
Janney Montgomery Scott first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.