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 Q2	$340K	Buy	7,166 +5,491	+328%	+$217K	0.26%	39
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 $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sherman Asset Management's WTAI Position: Q2 2026 in Review

Sherman Asset Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 328% in Q2 2026, buying an estimated $217K and bringing the position to 7,166 shares worth $340K. The position accounts for 0.26% of the portfolio, ranked #39.

Sherman Asset Management first reported a position in WTAI in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Sherman Asset Management held 7,166 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $340K as of Q2 2026.
Sherman Asset Management bought 5,491 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $217K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.26% of Sherman Asset Management's portfolio in Q2 2026, its #39 holding.
Sherman Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.