Kestra Private Wealth Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Kestra Private Wealth Services’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	$797K	Buy	16,784 +298	+2%	+$11.8K	0.01%	1026
2026 Q1	$465K	Sell	16,486 -4,756	-22%	-$141K	0.01%	1248
2025 Q4	$619K	Buy	21,242 +368	+2%	+$11K	0.01%	1048
2025 Q3	$596K	Buy	20,874 +6,068	+41%	+$158K	0.01%	1020
2025 Q2	$364K	Buy	14,806 +2,500	+20%	+$52.6K	0.01%	1176
2025 Q1	$234K	Buy	12,306 +2,576	+26%	+$56.8K	﹤0.01%	1313
2024 Q4	$214K	Sell	9,730 -2,190	-18%	-$46.8K	﹤0.01%	1290
2024 Q3	$238K	Buy	11,920 +380	+3%	+$7.5K	﹤0.01%	1193
2024 Q2	$241K	Buy	+11,540	New	+$232K	﹤0.01%	1143

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

Kestra Private Wealth Services's WTAI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.8% in Q2 2026, buying an estimated $11.8K and bringing the position to 16,784 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1026.

Kestra Private Wealth Services first reported a position in WTAI in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Kestra Private Wealth Services held 16,784 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $797K as of Q2 2026.
Kestra Private Wealth Services bought 298 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $11.8K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1026 holding.
Kestra Private Wealth Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.