JNBA Financial Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

JNBA Financial Advisors’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	$28.2K	Hold	1,000	–	–	﹤0.01%	373
2025 Q4	$29.1K	Hold	1,000	–	–	﹤0.01%	383
2025 Q3	$28.6K	Hold	1,000	–	–	﹤0.01%	374
2025 Q2	$24.6K	Hold	1,000	–	–	﹤0.01%	370
2025 Q1	$19K	Hold	1,000	–	–	﹤0.01%	391
2024 Q4	$22K	Hold	1,000	–	–	﹤0.01%	376
2024 Q3	$19.9K	Hold	1,000	–	–	﹤0.01%	395
2024 Q2	$20.9K	Hold	1,000	–	–	﹤0.01%	376
2024 Q1	$20.8K	Hold	1,000	–	–	﹤0.01%	389
2023 Q4	$20.7K	Hold	1,000	–	–	﹤0.01%	388
2023 Q3	$17.4K	Buy	+1,000	New	+$18.6K	﹤0.01%	398

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

JNBA Financial Advisors's WTAI Position: Q1 2026 in Review

JNBA Financial Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 1,000 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

JNBA Financial Advisors first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $29.1K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

JNBA Financial Advisors held 1,000 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $28.2K as of Q1 2026.
JNBA Financial Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #373 holding.
JNBA Financial Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
JNBA Financial Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $29.1K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.