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Private Trust Company’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Private Trust Company’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 		$63.8K Buy
2,261
+640
+39% +$19K 0.01% 1208
2025
Q4 		$47.2K Buy
1,621
+1,476
+1,018% +$44.1K ﹤0.01% 1316
2025
Q3 		$4.14K Hold
145
– – ﹤0.01% 2200
2025
Q2 		$3.56K Buy
+145
New +$3.05K ﹤0.01% 2157

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Ameriprise
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
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ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
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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

Private Trust Company's WTAI Position: Q1 2026 in Review

Private Trust Company increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 39% in Q1 2026, buying an estimated $19K and bringing the position to 2,261 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #1208.

Private Trust Company first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Private Trust Company held 2,261 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $63.8K as of Q1 2026.
  • Private Trust Company bought 640 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $19K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Private Trust Company's portfolio in Q1 2026, its #1208 holding.
  • Private Trust Company first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.