Lloyd Advisory Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Lloyd Advisory Services’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	–	Sell	-913	Closed	-$25.8K	–	1021
2026 Q1	$25.8K	Buy	+913	New	+$27.1K	0.01%	356

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HWM

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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

Lloyd Advisory Services's WTAI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026, closing a stake of 913 shares — an estimated $25.8K sold.

Lloyd Advisory Services first reported a position in WTAI in Q1 2026 and held it in 1 quarter. The position peaked at $25.8K in Q1 2026. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Lloyd Advisory Services reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 913 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $25.8K.
Lloyd Advisory Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $25.8K in Q1 2026.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.