Wells Fargo
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Wells Fargo’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wells Fargo’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
Q1 		$41.5K Sell
1,468
-2,430
-62% -$72.3K ﹤0.01% 5519
2025
Q4 		$114K Buy
+3,898
New +$116K ﹤0.01% 5334
2025
Q2 		– Sell
-847
Closed -$16.1K – 7398
2025
Q1 		$16.1K Buy
+847
New +$18.7K ﹤0.01% 5768
2024
Q4 		– Sell
-145
Closed -$2.89K – 7215
2024
Q3 		$2.89K Sell
145
-1,077
-88% -$21.3K ﹤0.01% 6015
2024
Q2 		$25.5K Buy
+1,222
New +$24.5K ﹤0.01% 5519

Other funds holding WTAI

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wells Fargo's WTAI Position: Q1 2026 in Review

Wells Fargo reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 62% in Q1 2026, selling an estimated $72.3K and leaving 1,468 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5519.

Wells Fargo first reported a position in WTAI in Q2 2024 and has held it in 5 quarters since. The position peaked at $114K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Wells Fargo held 1,468 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $41.5K as of Q1 2026.
  • Wells Fargo sold 2,430 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $72.3K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5519 holding.
  • Wells Fargo first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 5 quarters since.
  • Wells Fargo's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $114K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.