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Watts Gwilliam & Co’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Watts Gwilliam & Co’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
Q3 		$611K Hold
21,396
– – 0.1% 122
2025
Q2 		$613K Buy
+21,396
New +$450K 0.1% 122

Other funds holding WTAI

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ASN
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HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Watts Gwilliam & Co's WTAI Position: Q3 2025 in Review

Watts Gwilliam & Co held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q3 2025 at 21,396 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #122.

Watts Gwilliam & Co first reported a position in WTAI in Q2 2025 and has held it in 2 quarters since. The position peaked at $613K in Q2 2025. 106 funds tracked by Wall St. Rank hold WTAI as of Q3 2025.

  • Watts Gwilliam & Co held 21,396 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $611K as of Q3 2025.
  • Watts Gwilliam & Co left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q3 2025.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.1% of Watts Gwilliam & Co's portfolio in Q3 2025, its #122 holding.
  • Watts Gwilliam & Co first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 2 quarters since.
  • Watts Gwilliam & Co's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $613K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.