UBS Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

UBS Group’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	$113K	Buy	+4,000	New	+$119K	﹤0.01%	6949
2025 Q3	–	Sell	-6,229	Closed	-$153K	–	11003
2025 Q2	$153K	Buy	6,229 +988	+19%	+$20.8K	﹤0.01%	6906
2025 Q1	$99.6K	Buy	5,241 +3,740	+249%	+$82.4K	﹤0.01%	7052
2024 Q4	$33K	Sell	1,501 -5,482	-79%	-$117K	﹤0.01%	7546
2024 Q3	$139K	Buy	+6,983	New	+$138K	﹤0.01%	6121
2023 Q2	–	Sell	-1,551	Closed	-$27.2K	–	9733
2023 Q1	$27.2K	Buy	+1,551	New	+$25.5K	﹤0.01%	6857
2022 Q4	–	Sell	-1,136	Closed	-$16K	–	11197
2022 Q3	$16K	Sell	1,136 -176	-13%	-$2.85K	﹤0.01%	7718
2022 Q2	$20K	Sell	1,312 -112	-8%	-$1.9K	﹤0.01%	6889
2022 Q1	$29K	Buy	+1,424	New	+$30K	﹤0.01%	7040

Other funds holding WTAI

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

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

UBS Group's WTAI Position: Q1 2026 in Review

UBS Group opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q1 2026: 4,000 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #6949 among its holdings. This is a return to the name: UBS Group previously reported a position in WTAI as recently as Q2 2025.

UBS Group first reported a position in WTAI in Q1 2022 and has held it in 9 quarters since. The position peaked at $153K in Q2 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

UBS Group held 4,000 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $113K as of Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new UBS Group position in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6949 holding.
UBS Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2022 and has held it in 9 quarters since.
UBS Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $153K in Q2 2025.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.