Truist Financial
WTAI icon

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

Truist Financial’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 		$2.93M Buy
103,813
+2,958
+3% +$88K ﹤0.01% 1107
2025
Q4 		$2.94M Buy
100,855
+4,554
+5% +$136K ﹤0.01% 1080
2025
Q3 		$2.75M Sell
96,301
-5,259
-5% -$137K ﹤0.01% 1179
2025
Q2 		$2.49M Sell
101,560
-4,816
-5% -$101K ﹤0.01% 1168
2025
Q1 		$2.02M Buy
106,376
+3,212
+3% +$70.8K ﹤0.01% 1215
2024
Q4 		$2.27M Buy
103,164
+3,285
+3% +$70.2K ﹤0.01% 1176
2024
Q3 		$1.99M Buy
99,879
+8,428
+9% +$166K ﹤0.01% 1232
2024
Q2 		$1.91M Buy
91,451
+1,113
+1% +$22.3K ﹤0.01% 1291
2024
Q1 		$1.88M Buy
90,338
+1,511
+2% +$31.2K ﹤0.01% 1310
2023
Q4 		$1.84M Buy
88,827
+1,668
+2% +$30.4K ﹤0.01% 1294
2023
Q3 		$1.52M Buy
+87,159
New +$1.62M ﹤0.01% 1382

Other funds holding WTAI

LPL Financial
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

Truist Financial's WTAI Position: Q1 2026 in Review

Truist Financial increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 2.9% in Q1 2026, buying an estimated $88K and bringing the position to 103,813 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Truist Financial first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Truist Financial held 103,813 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $2.93M as of Q1 2026.
  • Truist Financial bought 2,958 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $88K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1107 holding.
  • Truist Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
  • Truist Financial's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $2.94M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.