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 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 $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

Oxford Financial Group's WTAI Position: Q1 2026 in Review

Oxford Financial Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 9,854 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #221.

Oxford Financial Group first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Oxford Financial Group held 9,854 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $278K as of Q1 2026.
Oxford Financial Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #221 holding.
Oxford Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
Oxford Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $287K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.