Key Financial Inc’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Key Financial Inc’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	$265K	Sell	9,370 -89	-0.9%	-$2.65K	0.05%	254
2025 Q4	$276K	Hold	9,459	–	–	0.05%	243
2025 Q3	$275K	Hold	9,459	–	–	0.05%	244
2025 Q2	$232K	Hold	9,459	–	–	0.05%	258
2025 Q1	$180K	Hold	9,459	–	–	0.04%	282
2024 Q4	$208K	Hold	9,459	–	–	0.05%	250
2024 Q3	$189K	Hold	9,459	–	–	0.04%	258
2024 Q2	$198K	Buy	9,459 +1,415	+18%	+$28.4K	0.05%	246
2024 Q1	$167K	Buy	8,044 +3,020	+60%	+$62.4K	0.04%	248
2023 Q4	$104K	Hold	5,024	–	–	0.03%	303
2023 Q3	$87.5K	Sell	5,024 -101	-2%	-$1.88K	0.03%	321
2023 Q2	$97.7K	Buy	+5,125	New	+$89.4K	0.03%	298

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

Key Financial Inc's WTAI Position: Q1 2026 in Review

Key Financial Inc reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.94% in Q1 2026, selling an estimated $2.65K and leaving 9,370 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #254.

Key Financial Inc first reported a position in WTAI in Q2 2023 and has held it in 12 quarters since. The position peaked at $276K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Key Financial Inc held 9,370 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $265K as of Q1 2026.
Key Financial Inc sold 89 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $2.65K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #254 holding.
Key Financial Inc first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $276K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.