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 Q3	–	Sell	-585	Closed	-$27.8K	–	1308
2026 Q2	$27.8K	Hold	585	–	–	﹤0.01%	808
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	$9.8K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

MCF Advisors's WTAI Position: Q3 2026 in Review

MCF Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q3 2026, closing a stake of 585 shares — an estimated $27.8K sold.

MCF Advisors first reported a position in WTAI in Q3 2024 and held it in 8 quarters. The position peaked at $27.8K in Q2 2026. 46 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

MCF Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 585 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $27.8K.
MCF Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2024 and held it in 8 quarters.
MCF Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $27.8K in Q2 2026.
46 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.