Murphy & Mullick Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Murphy & Mullick Capital Management’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	$1.78K	Hold	63	–	–	﹤0.01%	612
2025 Q4	$1.84K	Hold	63	–	–	﹤0.01%	611
2025 Q3	$1.8K	Hold	63	–	–	﹤0.01%	600
2025 Q2	$1.6K	Hold	63	–	–	﹤0.01%	598
2025 Q1	$1.2K	Hold	63	–	–	﹤0.01%	603
2024 Q4	$1.39K	Buy	+63	New	+$1.35K	﹤0.01%	586

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

Murphy & Mullick Capital Management's WTAI Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 63 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Murphy & Mullick Capital Management first reported a position in WTAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Murphy & Mullick Capital Management held 63 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.78K as of Q1 2026.
Murphy & Mullick Capital Management left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #612 holding.
Murphy & Mullick Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $1.84K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.