TWM
WTAI icon

Tradition Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Tradition Wealth Management’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 		$2.03M Buy
71,882
+21,801
+44% +$648K 0.14% 138
2025
Q4 		$1.46M Buy
50,081
+16,588
+50% +$496K 0.1% 163
2025
Q3 		$957K Buy
+33,493
New +$872K 0.07% 191

Other funds holding WTAI

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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

Tradition Wealth Management's WTAI Position: Q1 2026 in Review

Tradition Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 44% in Q1 2026, buying an estimated $648K and bringing the position to 71,882 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #138.

Tradition Wealth Management first reported a position in WTAI in Q3 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Tradition Wealth Management held 71,882 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.03M as of Q1 2026.
  • Tradition Wealth Management bought 21,801 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $648K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.14% of Tradition Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Tradition Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.