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 Q2	$2.99K	Hold	63	–	–	﹤0.01%	597
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 $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Murphy & Mullick Capital Management's WTAI Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 63 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Murphy & Mullick Capital Management first reported a position in WTAI in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Murphy & Mullick Capital Management held 63 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.99K as of Q2 2026.
Murphy & Mullick Capital Management left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #597 holding.
Murphy & Mullick Capital Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.