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 Q2	$402K	Sell	8,479 -891	-10%	-$35.2K	0.07%	213
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 $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

Key Financial Inc's WTAI Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 9.5% in Q2 2026, selling an estimated $35.2K and leaving 8,479 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #213.

Key Financial Inc first reported a position in WTAI in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Key Financial Inc held 8,479 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $402K as of Q2 2026.
Key Financial Inc sold 891 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $35.2K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #213 holding.
Key Financial Inc first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 13 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.