Whipplewood Advisors’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Whipplewood Advisors’s Portfolio ALAI Stock Details ALAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Sell	6,157 -44,399	-88%	-$1.85M	0.19%	91
2026 Q1	$1.67M	Buy	50,556 +1,926	+4%	+$67.4K	0.87%	27
2025 Q4	$1.76M	Buy	48,630 +7,654	+19%	+$283K	1.13%	24
2025 Q3	$1.54M	Buy	40,976 +1,574	+4%	+$52.8K	1.01%	26
2025 Q2	$1.22M	Buy	39,402 +39,302	+39,302%	+$1.02M	0.67%	35
2025 Q1	$248K	Sell	100 -10,752	-99%	-$282K	0.15%	137
2024 Q4	$285K	Buy	+10,852	New	+$275K	0.16%	123

Other funds holding ALAI

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Whipplewood Advisors's ALAI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 88% in Q2 2026, selling an estimated $1.85M and leaving 6,157 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #91.

Whipplewood Advisors first reported a position in ALAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

Whipplewood Advisors held 6,157 shares of Alger AI Enablers & Adopters ETF worth $281K as of Q2 2026.
Whipplewood Advisors sold 44,399 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $1.85M.
Alger AI Enablers & Adopters ETF made up 0.19% of Whipplewood Advisors's portfolio in Q2 2026, its #91 holding.
Whipplewood Advisors first reported a position in Alger AI Enablers & Adopters ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Alger AI Enablers & Adopters ETF position peaked at $1.76M in Q4 2025.
85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.