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Prospera Financial Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Prospera Financial Services’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 		$4.75M Buy
100,127
+683
+0.7% +$27K 0.07% 297
2026
Q1 		$2.81M Sell
99,444
-6,348
-6% -$189K 0.05% 409
2025
Q4 		$3.08M Buy
105,792
+2,094
+2% +$62.6K 0.05% 364
2025
Q3 		$2.96M Buy
103,698
+1,510
+1% +$39.3K 0.05% 372
2025
Q2 		$2.51M Buy
102,188
+4,589
+5% +$96.5K 0.05% 403
2025
Q1 		$1.85M Sell
97,599
-1,592
-2% -$35.1K 0.04% 405
2024
Q4 		$2.18M Buy
99,191
+2,819
+3% +$60.3K 0.05% 347
2024
Q3 		$1.92M Buy
96,372
+967
+1% +$19.1K 0.05% 346
2024
Q2 		$1.99M Buy
95,405
+884
+0.9% +$17.8K 0.06% 337
2024
Q1 		$1.96M Buy
94,521
+1,845
+2% +$38.1K 0.06% 331
2023
Q4 		$1.92M Buy
+92,676
New +$1.69M 0.06% 315

Other funds holding WTAI

CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Prospera Financial Services's WTAI Position: Q2 2026 in Review

Prospera Financial Services increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.69% in Q2 2026, buying an estimated $27K and bringing the position to 100,127 shares worth $4.75M. The position accounts for 0.07% of the portfolio, ranked #297.

Prospera Financial Services first reported a position in WTAI in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Prospera Financial Services held 100,127 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $4.75M as of Q2 2026.
  • Prospera Financial Services bought 683 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $27K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #297 holding.
  • Prospera Financial Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.