Mariner
WTAI icon

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

Mariner’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 		$423K Buy
15,001
+1,257
+9% +$37.4K ﹤0.01% 2605
2025
Q4 		$401K Buy
+13,744
New +$411K ﹤0.01% 2612
2024
Q1 		– Sell
-10,386
Closed -$215K – 3251
2023
Q4 		$215K Buy
+10,386
New +$189K ﹤0.01% 2637

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

Mariner's WTAI Position: Q1 2026 in Review

Mariner increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 9.1% in Q1 2026, buying an estimated $37.4K and bringing the position to 15,001 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Mariner first reported a position in WTAI in Q4 2023 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Mariner held 15,001 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $423K as of Q1 2026.
  • Mariner bought 1,257 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $37.4K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2605 holding.
  • Mariner first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.