WH
AIS

Willner & Heller’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

Willner & Heller’s Portfolio AIS Stock Details AIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Buy
10,941
+4,529
+71% +$302K 0.58% 53
2026
Q1 		$269K Buy
+6,412
New +$276K 0.2% 140

Other funds holding AIS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Willner & Heller's AIS Position: Q2 2026 in Review

Willner & Heller increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 71% in Q2 2026, buying an estimated $302K and bringing the position to 10,941 shares worth $933K. The position accounts for 0.58% of the portfolio, ranked #53.

Willner & Heller first reported a position in AIS in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • Willner & Heller held 10,941 shares of VistaShares Artificial Intelligence Supercycle ETF worth $933K as of Q2 2026.
  • Willner & Heller bought 4,529 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $302K.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.58% of Willner & Heller's portfolio in Q2 2026, its #53 holding.
  • Willner & Heller first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.