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 Q2	$3.73M	Buy	78,525 +6,643	+9%	+$262K	0.23%	94
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

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

Tradition Wealth Management's WTAI Position: Q2 2026 in Review

Tradition Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 9.2% in Q2 2026, buying an estimated $262K and bringing the position to 78,525 shares worth $3.73M. The position accounts for 0.23% of the portfolio, ranked #94.

Tradition Wealth Management first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Tradition Wealth Management held 78,525 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $3.73M as of Q2 2026.
Tradition Wealth Management bought 6,643 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $262K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.23% of Tradition Wealth Management's portfolio in Q2 2026, its #94 holding.
Tradition Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.