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Wealthspire Advisors (New York)’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-4,590
Closed -$131K – 2916
2025
Q3 		$131K Buy
+4,590
New +$120K ﹤0.01% 924

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Wealthspire Advisors (New York)'s WTAI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q4 2025, closing a stake of 4,590 shares — an estimated $131K sold.

Wealthspire Advisors (New York) first reported a position in WTAI in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 122 funds tracked by Wall St. Rank hold WTAI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,590 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2025, an estimated $131K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree Artificial Intelligence and Innovation Fund position peaked at $131K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.