Steward Partners Investment Advisory’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Steward Partners Investment Advisory’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	$441K	Buy	15,617 +243	+2%	+$7.22K	﹤0.01%	1585
2025 Q4	$448K	Buy	15,374 +708	+5%	+$21.2K	﹤0.01%	1488
2025 Q3	$419K	Buy	14,666 +2,581	+21%	+$67.2K	﹤0.01%	1468
2025 Q2	$297K	Sell	12,085 -1,209	-9%	-$25.4K	﹤0.01%	1559
2025 Q1	$253K	Buy	13,294 +736	+6%	+$16.2K	﹤0.01%	1537
2024 Q4	$276K	Buy	12,558 +1,248	+11%	+$26.7K	﹤0.01%	1452
2024 Q3	$225K	Buy	11,310 +2,649	+31%	+$52.3K	﹤0.01%	1474
2024 Q2	$181K	Buy	8,661 +3,285	+61%	+$66K	﹤0.01%	1491
2024 Q1	$112K	Buy	5,376 +1,860	+53%	+$38.4K	﹤0.01%	1708
2023 Q4	$72.7K	Buy	3,516 +166	+5%	+$3.02K	﹤0.01%	1821
2023 Q3	$58.4K	Buy	+3,350	New	+$62.3K	﹤0.01%	1838

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

Steward Partners Investment Advisory's WTAI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 1.6% in Q1 2026, buying an estimated $7.22K and bringing the position to 15,617 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Steward Partners Investment Advisory first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $448K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Steward Partners Investment Advisory held 15,617 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $441K as of Q1 2026.
Steward Partners Investment Advisory bought 243 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $7.22K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1585 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $448K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.