Jones Financial Companies
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Jones Financial Companies’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Jones Financial Companies’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
2025
Q4 		– Sell
-100
Closed -$2.85K – 4612
2025
Q3 		$2.85K Buy
+100
New +$2.6K ﹤0.01% 3575
2025
Q1 		– Sell
-727
Closed -$16K – 3875
2024
Q4 		$16K Buy
+727
New +$15.5K ﹤0.01% 2341

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Ameriprise
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HP
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QA
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AWMS
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KAS
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Bank of America
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FTUS
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Jones Financial Companies's WTAI Position: Q4 2025 in Review

Jones Financial Companies sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2025, closing a stake of 100 shares — an estimated $2.85K sold.

Jones Financial Companies first reported a position in WTAI in Q4 2024 and held it in 2 quarters. The position peaked at $16K in Q4 2024. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • Jones Financial Companies reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 100 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $2.85K.
  • Jones Financial Companies first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $16K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.