Lido Advisors
WTAI icon

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

Lido 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
Q2 		$252K Buy
+5,312
New +$210K ﹤0.01% 1835
2025
Q3 		– Sell
-9,358
Closed -$230K – 1906
2025
Q2 		$230K Buy
+9,358
New +$197K ﹤0.01% 1464
2025
Q1 		– Sell
-10,376
Closed -$228K – 1617
2024
Q4 		$228K Buy
+10,376
New +$222K ﹤0.01% 1330

Other funds holding WTAI

LPL Financial
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
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lido Advisors's WTAI Position: Q2 2026 in Review

Lido Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 5,312 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Lido Advisors previously reported a position in WTAI as recently as Q2 2025.

Lido Advisors first reported a position in WTAI in Q4 2024 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Lido Advisors held 5,312 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $252K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Lido Advisors position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1835 holding.
  • Lido Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.