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 Q2	$49.8K	Hold	1,050	–	–	0.01%	267
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 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

Prestige Wealth Management Group's WTAI Position: Q2 2026 in Review

Prestige Wealth Management Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 1,050 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #267.

Prestige Wealth Management Group first reported a position in WTAI in Q2 2023 and has held it in 13 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Prestige Wealth Management Group held 1,050 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $49.8K as of Q2 2026.
Prestige Wealth Management Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #267 holding.
Prestige Wealth Management Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 13 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.