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 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 $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

NewEdge Advisors's WTAI Position: Q1 2026 in Review

NewEdge Advisors held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 524 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

NewEdge Advisors first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.3K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

NewEdge Advisors held 524 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $14.8K as of Q1 2026.
NewEdge Advisors 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 NewEdge Advisors's portfolio in Q1 2026, its #3291 holding.
NewEdge Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
NewEdge Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $15.3K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.