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
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 $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

United Capital Financial Advisors's WTAI Position: Q2 2025 in Review

United Capital Financial Advisors sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2025, closing a stake of 11,300 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in WTAI in Q2 2024 and held it in 4 quarters. The position peaked at $249K in Q4 2024. 95 funds tracked by Wall St. Rank hold WTAI as of Q2 2025.

United Capital Financial Advisors reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2025 after selling out during the quarter.
United Capital Financial Advisors sold 11,300 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2025, an estimated $215K.
United Capital Financial Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and held it in 4 quarters.
United Capital Financial Advisors's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $249K in Q4 2024.
95 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.