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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

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

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. 160 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.
160 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.