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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
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 $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM

Whipplewood Advisors's ALAI Position: Q1 2026 in Review

Whipplewood Advisors increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 4% in Q1 2026, buying an estimated $67.4K and bringing the position to 50,556 shares worth $1.67M. The position accounts for 0.87% of the portfolio, ranked #27.

Whipplewood Advisors first reported a position in ALAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Whipplewood Advisors held 50,556 shares of Alger AI Enablers & Adopters ETF worth $1.67M as of Q1 2026.
  • Whipplewood Advisors bought 1,926 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $67.4K.
  • Alger AI Enablers & Adopters ETF made up 0.87% of Whipplewood Advisors's portfolio in Q1 2026, its #27 holding.
  • Whipplewood Advisors first reported a position in Alger AI Enablers & Adopters ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Alger AI Enablers & Adopters ETF position peaked at $1.76M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.