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Kovack Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Kovack 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
Q1 		$234K Hold
8,079
– – 0.01% 857
2025
Q4 		$235K Buy
+8,079
New +$241K 0.01% 876
2024
Q4 		– Sell
-11,065
Closed -$221K – 640
2024
Q3 		$221K Sell
11,065
-2,704
-20% -$53.4K 0.02% 521
2024
Q2 		$288K Buy
+13,769
New +$276K 0.03% 428

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Kovack Advisors's WTAI Position: Q1 2026 in Review

Kovack Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 8,079 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #857.

Kovack Advisors first reported a position in WTAI in Q2 2024 and has held it in 4 quarters since. The position peaked at $288K in Q2 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Kovack Advisors held 8,079 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $234K as of Q1 2026.
  • Kovack Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #857 holding.
  • Kovack Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 4 quarters since.
  • Kovack Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $288K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.