Wealthcare Advisory Partners’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wealthcare Advisory Partners’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	$426K	Hold	8,980	–	–	0.01%	758
2026 Q1	$254K	Hold	8,980	–	–	﹤0.01%	939
2025 Q4	$262K	Hold	8,980	–	–	0.01%	929
2025 Q3	$256K	Hold	8,980	–	–	0.01%	904
2025 Q2	$221K	Buy	+8,980	New	+$189K	0.01%	903

Other funds holding WTAI

PFS

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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Wealthcare Advisory Partners's WTAI Position: Q2 2026 in Review

Wealthcare Advisory Partners held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 8,980 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #758.

Wealthcare Advisory Partners first reported a position in WTAI in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Wealthcare Advisory Partners held 8,980 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $426K as of Q2 2026.
Wealthcare Advisory Partners left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #758 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.