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 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 $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

Larson Financial Group's WTAI Position: Q1 2026 in Review

Larson Financial Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 2,500 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Larson Financial Group first reported a position in WTAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $72.8K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Larson Financial Group held 2,500 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $70.6K as of Q1 2026.
Larson Financial Group 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 Larson Financial Group's portfolio in Q1 2026, its #1165 holding.
Larson Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $72.8K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.