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
Q2 		$4.52M Sell
95,226
-8,587
-8% -$339K 0.01% 968
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 $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Truist Financial's WTAI Position: Q2 2026 in Review

Truist Financial reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 8.3% in Q2 2026, selling an estimated $339K and leaving 95,226 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #968.

Truist Financial first reported a position in WTAI in Q3 2023 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Truist Financial held 95,226 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $4.52M as of Q2 2026.
  • Truist Financial sold 8,587 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $339K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Truist Financial's portfolio in Q2 2026, its #968 holding.
  • Truist Financial first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.