Tulsa Wealth Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Tulsa Wealth Advisors’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	$466K	Buy	9,827 +230	+2%	+$9.09K	0.07%	113
2026 Q1	$271K	Buy	+9,597	New	+$285K	0.05%	136

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

Tulsa Wealth Advisors's WTAI Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 2.4% in Q2 2026, buying an estimated $9.09K and bringing the position to 9,827 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #113.

Tulsa Wealth Advisors first reported a position in WTAI in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Tulsa Wealth Advisors held 9,827 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $466K as of Q2 2026.
Tulsa Wealth Advisors bought 230 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $9.09K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.07% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Tulsa Wealth Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2026 and has held it in 2 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.