Stifel Financial
WTAI icon

Stifel Financial’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Stifel Financial’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
Q3 		$3M Buy
68,755
+3,435
+5% +$142K ﹤0.01% 1765
2026
Q2 		$3.1M Buy
65,320
+304
+0.5% +$12K ﹤0.01% 1735
2026
Q1 		$1.84M Buy
65,016
+12,279
+23% +$365K ﹤0.01% 2027
2025
Q4 		$1.54M Buy
52,737
+1,220
+2% +$36.4K ﹤0.01% 2131
2025
Q3 		$1.47M Buy
51,517
+8,300
+19% +$216K ﹤0.01% 2131
2025
Q2 		$1.06M Sell
43,217
-1,111
-3% -$23.4K ﹤0.01% 2295
2025
Q1 		$842K Buy
44,328
+1,895
+4% +$41.8K ﹤0.01% 2345
2024
Q4 		$934K Sell
42,433
-1,747
-4% -$37.4K ﹤0.01% 2290
2024
Q3 		$881K Sell
44,180
-52,127
-54% -$1.03M ﹤0.01% 2310
2024
Q2 		$2.01M Buy
96,307
+9,308
+11% +$187K ﹤0.01% 1717
2024
Q1 		$1.81M Buy
86,999
+17,571
+25% +$363K ﹤0.01% 1790
2023
Q4 		$1.44M Buy
69,428
+52,094
+301% +$949K ﹤0.01% 1904
2023
Q3 		$302K Buy
+17,334
New +$322K ﹤0.01% 2788

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial's WTAI Position: Q3 2026 in Review

Stifel Financial increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 5.3% in Q3 2026, buying an estimated $142K and bringing the position to 68,755 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Stifel Financial first reported a position in WTAI in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.1M in Q2 2026. 122 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

  • Stifel Financial held 68,755 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3M as of Q3 2026.
  • Stifel Financial bought 3,435 WisdomTree Artificial Intelligence and Innovation Fund shares in Q3 2026, an estimated $142K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #1765 holding.
  • Stifel Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 13 quarters since.
  • Stifel Financial's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $3.1M in Q2 2026.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.