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 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 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

MML Investors Services's WTAI Position: Q1 2026 in Review

MML Investors Services reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 39% in Q1 2026, selling an estimated $318K and leaving 16,541 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

MML Investors Services first reported a position in WTAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $793K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

MML Investors Services held 16,541 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $467K as of Q1 2026.
MML Investors Services sold 10,689 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $318K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2269 holding.
MML Investors Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 10 quarters since.
MML Investors Services's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $793K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.