MML Investors Services
WTAI icon

MML Investors Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

MML Investors Services’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 		$1.28M Buy
27,052
+10,511
+64% +$415K ﹤0.01% 1853
2026
Q1 		$467K Sell
16,541
-10,689
-39% -$318K ﹤0.01% 2269
2025
Q4 		$793K Buy
27,230
+5,180
+23% +$155K ﹤0.01% 1954
2025
Q3 		$630K Sell
22,050
-101
-0.5% -$2.63K ﹤0.01% 2019
2025
Q2 		$544K Buy
22,151
+3,231
+17% +$68K ﹤0.01% 2042
2025
Q1 		$359K Buy
18,920
+769
+4% +$16.9K ﹤0.01% 2208
2024
Q4 		$399K Buy
18,151
+729
+4% +$15.6K ﹤0.01% 2066
2024
Q3 		$347K Sell
17,422
-6,375
-27% -$126K ﹤0.01% 2081
2024
Q2 		$497K Sell
23,797
-9,968
-30% -$200K ﹤0.01% 1798
2024
Q1 		$701K Buy
33,765
+17,168
+103% +$355K ﹤0.01% 1614
2023
Q4 		$343K Buy
+16,597
New +$302K ﹤0.01% 1969

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services's WTAI Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 64% in Q2 2026, buying an estimated $415K and bringing the position to 27,052 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

MML Investors Services first reported a position in WTAI in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • MML Investors Services held 27,052 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.28M as of Q2 2026.
  • MML Investors Services bought 10,511 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $415K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1853 holding.
  • MML Investors Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.