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Valmark Advisers’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Valmark Advisers’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 		$653K Buy
23,121
+6,912
+43% +$206K 0.01% 414
2025
Q4 		$472K Buy
16,209
+2,537
+19% +$75.8K 0.01% 454
2025
Q3 		$390K Buy
13,672
+3,336
+32% +$86.9K 0.01% 486
2025
Q2 		$254K Buy
+10,336
New +$217K ﹤0.01% 582

Other funds holding WTAI

LPL Financial
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
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

Valmark Advisers's WTAI Position: Q1 2026 in Review

Valmark Advisers increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 43% in Q1 2026, buying an estimated $206K and bringing the position to 23,121 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #414.

Valmark Advisers first reported a position in WTAI in Q2 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Valmark Advisers held 23,121 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $653K as of Q1 2026.
  • Valmark Advisers bought 6,912 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $206K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #414 holding.
  • Valmark Advisers first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.