Sweeney & Michel’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Sweeney & Michel’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	$735K	Hold	16,834	–	–	0.2%	73
2026 Q2	$693K	Sell	16,834 -104	-0.6%	-$4.11K	0.18%	75
2026 Q1	$541K	Buy	16,938 +797	+5%	+$23.7K	0.16%	83
2025 Q4	$490K	Buy	16,141 +345	+2%	+$10.3K	0.14%	95
2025 Q3	$458K	Hold	15,796	–	–	0.15%	92
2025 Q2	$385K	Buy	15,796 +200	+1%	+$4.21K	0.14%	97
2025 Q1	$259K	Buy	+15,596	New	+$344K	0.11%	105
2024 Q3	$264K	Sell	12,883 -2,707	-17%	-$53.5K	0.1%	105
2024 Q2	$335K	Buy	15,590 +2,130	+16%	+$42.8K	0.14%	90
2024 Q1	$272K	Buy	+13,460	New	+$278K	0.12%	96
2023 Q3	$186K	Buy	+10,794	New	+$201K	0.1%	102

Other funds holding WTAI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Sweeney & Michel's WTAI Position: Q3 2026 in Review

Sweeney & Michel held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2026 at 16,834 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #73.

Sweeney & Michel first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold WTAI as of Q3 2026.

Sweeney & Michel held 16,834 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $735K as of Q3 2026.
Sweeney & Michel left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.2% of Sweeney & Michel's portfolio in Q3 2026, its #73 holding.
Sweeney & Michel first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
46 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.