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

MidFirst Bank’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
Q2 		$274K Hold
5,764
– – 0.02% 258
2026
Q1 		$163K Hold
5,764
– – 0.01% 293
2025
Q4 		$168K Buy
+5,764
New +$172K 0.01% 359

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MidFirst Bank's WTAI Position: Q2 2026 in Review

MidFirst Bank held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 5,764 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #258.

MidFirst Bank first reported a position in WTAI in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • MidFirst Bank held 5,764 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $274K as of Q2 2026.
  • MidFirst Bank left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of MidFirst Bank's portfolio in Q2 2026, its #258 holding.
  • MidFirst Bank first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.