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Money Concepts Capital’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Money Concepts Capital’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 		– Sell
-13,544
Closed -$395K – 606
2025
Q4 		$395K Buy
+13,544
New +$405K 0.02% 386

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Money Concepts Capital's WTAI Position: Q1 2026 in Review

Money Concepts Capital sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026, closing a stake of 13,544 shares — an estimated $395K sold.

Money Concepts Capital first reported a position in WTAI in Q4 2025 and held it in 1 quarter. The position peaked at $395K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Money Concepts Capital reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q1 2026 after selling out during the quarter.
  • Money Concepts Capital sold 13,544 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $395K.
  • Money Concepts Capital first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2025 and held it in 1 quarter.
  • Money Concepts Capital's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $395K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.