Oxford Financial Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Oxford Financial Group’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	$468K	Hold	9,854	–	–	0.02%	167
2026 Q1	$278K	Hold	9,854	–	–	0.02%	221
2025 Q4	$287K	Hold	9,854	–	–	0.02%	194
2025 Q3	$281K	Buy	+9,854	New	+$257K	0.02%	191

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

Oxford Financial Group's WTAI Position: Q2 2026 in Review

Oxford Financial Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 9,854 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #167.

Oxford Financial Group first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Oxford Financial Group held 9,854 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $468K as of Q2 2026.
Oxford Financial Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #167 holding.
Oxford Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.