NewEdge Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

NewEdge Advisors’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	$315K	Buy	6,644 +6,120	+1,168%	+$242K	﹤0.01%	2454
2026 Q1	$14.8K	Hold	524	–	–	﹤0.01%	3291
2025 Q4	$15.3K	Buy	524 +500	+2,083%	+$14.9K	﹤0.01%	3333
2025 Q3	$686	Sell	24 -291	-92%	-$7.58K	﹤0.01%	3915
2025 Q2	$7.74K	Hold	315	–	–	﹤0.01%	3281
2025 Q1	$5.99K	Hold	315	–	–	﹤0.01%	3253
2024 Q4	$6.93K	Buy	315 +1	+0.3%	+$21	﹤0.01%	3145
2024 Q3	$6.27K	Hold	314	–	–	﹤0.01%	3084
2024 Q2	$6.57K	Buy	314 +100	+47%	+$2.01K	﹤0.01%	3001
2024 Q1	$4.45K	Hold	214	–	–	﹤0.01%	3172
2023 Q4	$4.44K	Hold	214	–	–	﹤0.01%	3156
2023 Q3	$3.73K	Buy	+214	New	+$3.98K	﹤0.01%	2891

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

NewEdge Advisors's WTAI Position: Q2 2026 in Review

NewEdge Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1,168% in Q2 2026, buying an estimated $242K and bringing the position to 6,644 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

NewEdge Advisors first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

NewEdge Advisors held 6,644 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $315K as of Q2 2026.
NewEdge Advisors bought 6,120 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $242K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2454 holding.
NewEdge Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.