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

Team Financial Group’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 		– Sell
-1,680
Closed -$47.4K – 259
2026
Q1 		$47.4K Buy
+1,680
New +$50K 0.02% 118

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Team Financial Group's WTAI Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026, closing a stake of 1,680 shares — an estimated $47.4K sold.

Team Financial Group first reported a position in WTAI in Q1 2026 and held it in 1 quarter. The position peaked at $47.4K in Q1 2026. 18 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Team Financial Group reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 1,680 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $47.4K.
  • Team Financial Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and held it in 1 quarter.
  • Team Financial Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $47.4K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.