Northwestern Mutual Wealth Management
WTAI icon

Northwestern Mutual Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Northwestern Mutual Wealth 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 		$69K Buy
2,446
+1,980
+425% +$58.9K ﹤0.01% 2325
2025
Q4 		$13.6K Sell
466
-2,518
-84% -$75.2K ﹤0.01% 2888
2025
Q3 		$85.2K Hold
2,984
– – ﹤0.01% 2117
2025
Q2 		$73.3K Sell
2,984
-200
-6% -$4.21K ﹤0.01% 2112
2025
Q1 		$60.5K Buy
3,184
+2,718
+583% +$59.9K ﹤0.01% 2115
2024
Q4 		$10.3K Hold
466
– – ﹤0.01% 2730
2024
Q3 		$9.29K Buy
+466
New +$9.2K ﹤0.01% 2712
2024
Q1 		– Sell
-100
Closed -$2.07K – 3836
2023
Q4 		$2.07K Buy
+100
New +$1.82K ﹤0.01% 3050
2023
Q3 		– Sell
-2,613
Closed -$49.8K – 3558
2023
Q2 		$49.8K Buy
+2,613
New +$45.6K ﹤0.01% 1979

Other funds holding WTAI

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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

Northwestern Mutual Wealth Management's WTAI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 425% in Q1 2026, buying an estimated $58.9K and bringing the position to 2,446 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Northwestern Mutual Wealth Management first reported a position in WTAI in Q2 2023 and has held it in 9 quarters since. The position peaked at $85.2K in Q3 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,446 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $69K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 1,980 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $58.9K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2325 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 9 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $85.2K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.