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 Q2	$46.5K	Sell	979 -3,021	-76%	-$119K	﹤0.01%	7612
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 $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

UBS Group's WTAI Position: Q2 2026 in Review

UBS Group reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 76% in Q2 2026, selling an estimated $119K and leaving 979 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7612.

UBS Group first reported a position in WTAI in Q1 2022 and has held it in 10 quarters since. The position peaked at $153K in Q2 2025. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

UBS Group held 979 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $46.5K as of Q2 2026.
UBS Group sold 3,021 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $119K.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7612 holding.
UBS Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2022 and has held it in 10 quarters since.
UBS Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $153K in Q2 2025.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.