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

MCF 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
Q1 		$16.5K Hold
585
– – ﹤0.01% 862
2025
Q4 		$17K Buy
585
+185
+46% +$5.53K ﹤0.01% 725
2025
Q3 		$11.4K Hold
400
– – ﹤0.01% 667
2025
Q2 		$9.82K Hold
400
– – ﹤0.01% 657
2025
Q1 		$7.6K Hold
400
– – ﹤0.01% 691
2024
Q4 		$8.8K Hold
400
– – ﹤0.01% 681
2024
Q3 		$7.97K Buy
+400
New +$7.9K ﹤0.01% 684

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

MCF Advisors's WTAI Position: Q1 2026 in Review

MCF Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 585 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

MCF Advisors first reported a position in WTAI in Q3 2024 and has held it in 7 quarters since. The position peaked at $17K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • MCF Advisors held 585 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $16.5K as of Q1 2026.
  • MCF Advisors left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #862 holding.
  • MCF Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and has held it in 7 quarters since.
  • MCF Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $17K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.