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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
Q1 		$25.8K Buy
+913
New +$27.1K 0.01% 356

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JP Morgan Chase
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AWMS
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Lloyd Advisory Services's WTAI Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 913 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Lloyd Advisory Services held 913 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $25.8K as of Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Lloyd Advisory Services position in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #356 holding.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.