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
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 Sell
1,251
-999
-44% -$20.6K ﹤0.01% 6419
2023
Q4 		$46.6K Buy
+2,250
New +$41K ﹤0.01% 6407

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Morgan Stanley's WTAI Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 27% in Q1 2026, buying an estimated $53.2K and bringing the position to 8,466 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #5801.

Morgan Stanley first reported a position in WTAI in Q4 2023 and has held it in 10 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Morgan Stanley held 8,466 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $239K as of Q1 2026.
  • Morgan Stanley bought 1,789 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $53.2K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5801 holding.
  • Morgan Stanley first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 10 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.