WG
BAI

Wellington Group’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Wellington Group’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,546
Closed -$83.9K – 396
2026
Q1 		$83.9K Buy
+2,546
New +$87.4K 0.03% 214

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Wellington Group's BAI Position: Q2 2026 in Review

Wellington Group sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q2 2026, closing a stake of 2,546 shares — an estimated $83.9K sold.

Wellington Group first reported a position in BAI in Q1 2026 and held it in 1 quarter. The position peaked at $83.9K in Q1 2026. 661 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Wellington Group reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 2,546 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $83.9K.
  • Wellington Group first reported a position in iShares A.I. Innovation and Tech Active ETF in Q1 2026 and held it in 1 quarter.
  • Wellington Group's iShares A.I. Innovation and Tech Active ETF position peaked at $83.9K in Q1 2026.
  • 661 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.