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MAI Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

MAI Capital Management’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 		$74K Buy
2,621
+1,550
+145% +$46.1K ﹤0.01% 1991
2025
Q4 		$31.2K Hold
1,071
– – ﹤0.01% 2278
2025
Q3 		$30.6K Hold
1,071
– – ﹤0.01% 2195
2025
Q2 		$26.3K Hold
1,071
– – ﹤0.01% 2217
2025
Q1 		$20.3K Hold
1,071
– – ﹤0.01% 2167
2024
Q4 		$23.6K Buy
+1,071
New +$22.9K ﹤0.01% 2151

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

MAI Capital Management's WTAI Position: Q1 2026 in Review

MAI Capital Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 145% in Q1 2026, buying an estimated $46.1K and bringing the position to 2,621 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

MAI Capital Management first reported a position in WTAI in Q4 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • MAI Capital Management held 2,621 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $74K as of Q1 2026.
  • MAI Capital Management bought 1,550 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $46.1K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1991 holding.
  • MAI Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.