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 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 $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

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

Smartleaf Asset Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 5.8% in Q1 2026, selling an estimated $10.3K and leaving 5,648 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #910.

Smartleaf Asset Management first reported a position in WTAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $201K in Q3 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Smartleaf Asset Management held 5,648 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $151K as of Q1 2026.
Smartleaf Asset Management sold 348 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $10.3K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #910 holding.
Smartleaf Asset Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $201K in Q3 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.