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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sweeney & Michel's WTAI Position: Q2 2026 in Review

Sweeney & Michel reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 0.61% in Q2 2026, selling an estimated $4.11K and leaving 16,834 shares worth $693K. The position accounts for 0.18% of the portfolio, ranked #75.

Sweeney & Michel first reported a position in WTAI in Q3 2023 and has held it in 10 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Sweeney & Michel held 16,834 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $693K as of Q2 2026.
Sweeney & Michel sold 104 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $4.11K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.18% of Sweeney & Michel's portfolio in Q2 2026, its #75 holding.
Sweeney & Michel first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 10 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.