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

Smartleaf 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	$259K	Hold	5,648	–	–	0.01%	731
2026 Q1	$151K	Sell	5,648 -348	-6%	-$10.3K	0.01%	910
2025 Q4	$177K	Sell	5,996 -1,014	-14%	-$30.3K	0.01%	864
2025 Q3	$201K	Sell	7,010 -100	-1%	-$2.6K	0.01%	732
2025 Q2	$173K	Buy	7,110 +599	+9%	+$12.6K	0.02%	622
2025 Q1	$126K	Buy	6,511 +252	+4%	+$5.55K	0.01%	740
2024 Q4	$139K	Sell	6,259 -104	-2%	-$2.22K	0.01%	686
2024 Q3	$128K	Buy	6,363 +57	+0.9%	+$1.13K	0.02%	633
2024 Q2	$131K	Sell	6,306 -184	-3%	-$3.69K	0.02%	498
2024 Q1	$135K	Buy	6,490 +102	+2%	+$2.11K	0.03%	453
2023 Q4	$134K	Buy	+6,388	New	+$116K	0.04%	377

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

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

Smartleaf Asset Management held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 5,648 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #731.

Smartleaf Asset Management first reported a position in WTAI in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Smartleaf Asset Management held 5,648 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $259K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #731 holding.
Smartleaf Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 11 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.