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 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 $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

Sweeney & Michel's WTAI Position: Q1 2026 in Review

Sweeney & Michel increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 4.9% in Q1 2026, buying an estimated $23.7K and bringing the position to 16,938 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #83.

Sweeney & Michel first reported a position in WTAI in Q3 2023 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

Sweeney & Michel held 16,938 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $541K as of Q1 2026.
Sweeney & Michel bought 797 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $23.7K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.16% of Sweeney & Michel's portfolio in Q1 2026, its #83 holding.
Sweeney & Michel first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.