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 Q2	$162K	Buy	3,420 +974	+40%	+$38.5K	﹤0.01%	2078
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

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

Northwestern Mutual Wealth Management's WTAI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 40% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,420 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Northwestern Mutual Wealth Management first reported a position in WTAI in Q2 2023 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Northwestern Mutual Wealth Management held 3,420 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $162K as of Q2 2026.
Northwestern Mutual Wealth Management bought 974 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $38.5K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2078 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.