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 Q2	$47.5K	Hold	1,000	–	–	﹤0.01%	329
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 $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

JNBA Financial Advisors's WTAI Position: Q2 2026 in Review

JNBA Financial Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 1,000 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

JNBA Financial Advisors first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

JNBA Financial Advisors held 1,000 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $47.5K as of Q2 2026.
JNBA Financial Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #329 holding.
JNBA Financial Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.