Western Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Western Wealth Management’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	$467K	Sell	9,828 -359	-4%	-$14.2K	0.02%	703
2026 Q1	$288K	Sell	10,187 -793	-7%	-$23.6K	0.01%	815
2025 Q4	$320K	Buy	10,980 +2,063	+23%	+$61.6K	0.01%	639
2025 Q3	$255K	Sell	8,917 -285	-3%	-$7.42K	0.01%	652
2025 Q2	$226K	Buy	+9,202	New	+$194K	0.01%	647
2024 Q4	–	Sell	-11,638	Closed	-$232K	–	793
2024 Q3	$232K	Buy	11,638 +260	+2%	+$5.13K	0.01%	675
2024 Q2	$238K	Sell	11,378 -115	-1%	-$2.31K	0.02%	573
2024 Q1	$239K	Buy	+11,493	New	+$237K	0.02%	573

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

Western Wealth Management's WTAI Position: Q2 2026 in Review

Western Wealth Management reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 3.5% in Q2 2026, selling an estimated $14.2K and leaving 9,828 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #703.

Western Wealth Management first reported a position in WTAI in Q1 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Western Wealth Management held 9,828 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $467K as of Q2 2026.
Western Wealth Management sold 359 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $14.2K.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #703 holding.
Western Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.