Morgan Stanley
WTAI icon

Morgan Stanley’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Morgan Stanley’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 		$420K Buy
8,850
+384
+5% +$15.2K ﹤0.01% 5630
2026
Q1 		$239K Buy
8,466
+1,789
+27% +$53.2K ﹤0.01% 5801
2025
Q4 		$195K Buy
6,677
+1,190
+22% +$35.6K ﹤0.01% 5947
2025
Q3 		$157K Buy
5,487
+300
+6% +$7.81K ﹤0.01% 5979
2025
Q2 		$127K Buy
5,187
+3,854
+289% +$81.1K ﹤0.01% 6041
2025
Q1 		$25.3K Sell
1,333
-1
-0.1% -$22 ﹤0.01% 6477
2024
Q4 		$29.4K Sell
1,334
-1,648
-55% -$35.2K ﹤0.01% 6457
2024
Q3 		$59.4K Sell
2,982
-1
-0% -$20 ﹤0.01% 6166
2024
Q2 		$62.3K Buy
2,983
+1,732
+138% +$34.8K ﹤0.01% 6107
2024
Q1 		$26K Buy
1,251
+126
+11% +$2.6K ﹤0.01% 6419
2023
Q4 		$23.3K Buy
+1,125
New +$20.5K ﹤0.01% 6407

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

Morgan Stanley's WTAI Position: Q2 2026 in Review

Morgan Stanley increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 8,850 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #5630.

Morgan Stanley 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.

  • Morgan Stanley held 8,850 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $420K as of Q2 2026.
  • Morgan Stanley bought 384 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $15.2K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5630 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.