PWMG
WTAI icon

Prestige Wealth Management Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Prestige Wealth Management 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 		$29.6K Hold
1,050
– – 0.01% 302
2025
Q4 		$30.6K Hold
1,050
– – 0.01% 309
2025
Q3 		$30K Hold
1,050
– – 0.01% 321
2025
Q2 		$25.8K Hold
1,050
– – 0.01% 327
2025
Q1 		$19.9K Hold
1,050
– – ﹤0.01% 344
2024
Q4 		$23.1K Hold
1,050
– – ﹤0.01% 339
2024
Q3 		$20.9K Hold
1,050
– – ﹤0.01% 338
2024
Q2 		$21.9K Hold
1,050
– – ﹤0.01% 308
2024
Q1 		$21.8K Hold
1,050
– – ﹤0.01% 336
2023
Q4 		$21.7K Hold
1,050
– – ﹤0.01% 328
2023
Q3 		$18.3K Hold
1,050
– – ﹤0.01% 344
2023
Q2 		$20K Buy
+1,050
New +$18.3K ﹤0.01% 365

Other funds holding WTAI

LPL Financial
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
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

Prestige Wealth Management Group's WTAI Position: Q1 2026 in Review

Prestige Wealth Management Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 1,050 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #302.

Prestige Wealth Management Group first reported a position in WTAI in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.6K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Prestige Wealth Management Group held 1,050 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $29.6K as of Q1 2026.
  • Prestige Wealth Management Group 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 Prestige Wealth Management Group's portfolio in Q1 2026, its #302 holding.
  • Prestige Wealth Management Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 12 quarters since.
  • Prestige Wealth Management Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $30.6K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.