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Retirement Planning Group (Kansas)’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Retirement Planning Group (Kansas)’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 		$205K Buy
+4,309
New +$170K 0.01% 524

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KAS
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HP
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ASN
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JP Morgan Chase
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Jane Street
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Retirement Planning Group (Kansas)'s WTAI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 4,309 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings.

160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,309 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $205K as of Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund was a new Retirement Planning Group (Kansas) position in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #524 holding.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.