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
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 $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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Stifel Financial's WTAI Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 23% in Q1 2026, buying an estimated $365K and bringing the position to 65,016 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Stifel Financial first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q2 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Stifel Financial held 65,016 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $1.84M as of Q1 2026.
  • Stifel Financial bought 12,279 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $365K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2027 holding.
  • Stifel Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
  • Stifel Financial's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $2.01M in Q2 2024.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.