W.H. Cornerstone Investments’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

W.H. Cornerstone Investments’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	$398K	Hold	8,381	–	–	0.23%	92
2026 Q1	$237K	Hold	8,381	–	–	0.15%	114
2025 Q4	$244K	Buy	8,381 +147	+2%	+$4.39K	0.15%	101
2025 Q3	$235K	Buy	+8,234	New	+$214K	0.14%	104

Other funds holding WTAI

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HWM

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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

W.H. Cornerstone Investments's WTAI Position: Q2 2026 in Review

W.H. Cornerstone Investments held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 8,381 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #92.

W.H. Cornerstone Investments first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

W.H. Cornerstone Investments held 8,381 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $398K as of Q2 2026.
W.H. Cornerstone Investments left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.23% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #92 holding.
W.H. Cornerstone Investments first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.