Sherman Asset Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Sherman Asset Management’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	$47.3K	Buy	1,675 +982	+142%	+$29.2K	0.04%	95
2025 Q4	$20.2K	Sell	693 -4,270	-86%	-$128K	0.02%	120
2025 Q3	$142K	Sell	4,963 -4,153	-46%	-$108K	0.12%	67
2025 Q2	$224K	Buy	9,116 +41	+0.5%	+$863	0.2%	53
2025 Q1	$172K	Buy	9,075 +40	+0.4%	+$882	0.16%	63
2024 Q4	$199K	Buy	+9,035	New	+$193K	0.18%	57

Other funds holding WTAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

Sherman Asset Management's WTAI Position: Q1 2026 in Review

Sherman Asset Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 142% in Q1 2026, buying an estimated $29.2K and bringing the position to 1,675 shares worth $47.3K. The position accounts for 0.04% of the portfolio, ranked #95.

Sherman Asset Management first reported a position in WTAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q2 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Sherman Asset Management held 1,675 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $47.3K as of Q1 2026.
Sherman Asset Management bought 982 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $29.2K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.04% of Sherman Asset Management's portfolio in Q1 2026, its #95 holding.
Sherman Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 6 quarters since.
Sherman Asset Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $224K in Q2 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.