United Capital Financial Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

United Capital Financial 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	$214K	Buy	+4,540	New	+$179K	﹤0.01%	1524
2025 Q2	–	Sell	-11,300	Closed	-$215K	–	1134
2025 Q1	$215K	Hold	11,300	–	–	﹤0.01%	991
2024 Q4	$249K	Hold	11,300	–	–	﹤0.01%	947
2024 Q3	$225K	Hold	11,300	–	–	﹤0.01%	970
2024 Q2	$236K	Buy	+11,300	New	+$227K	﹤0.01%	933

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

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

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

United Capital Financial Advisors's WTAI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 4,540 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in WTAI as recently as Q1 2025.

United Capital Financial Advisors first reported a position in WTAI in Q2 2024 and has held it in 5 quarters since. The position peaked at $249K in Q4 2024. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

United Capital Financial Advisors held 4,540 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $214K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new United Capital Financial Advisors position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1524 holding.
United Capital Financial Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 5 quarters since.
United Capital Financial Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $249K in Q4 2024.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.