Larson Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Larson Financial Group’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 Q3	$109K	Hold	2,500	–	–	﹤0.01%	1195
2026 Q2	$119K	Hold	2,500	–	–	﹤0.01%	1092
2026 Q1	$70.6K	Hold	2,500	–	–	﹤0.01%	1165
2025 Q4	$72.8K	Hold	2,500	–	–	﹤0.01%	1056
2025 Q3	$71.4K	Hold	2,500	–	–	﹤0.01%	1029
2025 Q2	$61.4K	Hold	2,500	–	–	﹤0.01%	998
2025 Q1	$47.5K	Hold	2,500	–	–	﹤0.01%	1043
2024 Q4	$55K	Hold	2,500	–	–	﹤0.01%	877
2024 Q3	$49.8K	Hold	2,500	–	–	﹤0.01%	912
2024 Q2	$52.2K	Buy	+2,500	New	+$50.2K	﹤0.01%	802

Other funds holding WTAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Larson Financial Group's WTAI Position: Q3 2026 in Review

Larson Financial Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2026 at 2,500 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Larson Financial Group first reported a position in WTAI in Q2 2024 and has held it in 10 quarters since. The position peaked at $119K in Q2 2026. 78 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Larson Financial Group held 2,500 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $109K as of Q3 2026.
Larson Financial Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1195 holding.
Larson Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $119K in Q2 2026.
78 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.