Procyon Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Procyon Advisors’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	$404K	Buy	+8,515	New	+$336K	0.02%	400

Other funds holding WTAI

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM