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Wiser Advisor Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wiser Advisor Group’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 		$14.8K Hold
312
– – 0.02% 148
2026
Q1 		$8.81K Hold
312
– – 0.01% 169
2025
Q4 		$9.1K Buy
312
+2
+0.6% +$60 0.01% 173
2025
Q3 		$8.86K Buy
+310
New +$8.07K 0.01% 182
2025
Q2 		– Sell
-310
Closed -$5.89K – 262
2025
Q1 		$5.89K Hold
310
– – 0.01% 202
2024
Q4 		$6.83K Hold
310
– – 0.01% 199
2024
Q3 		$6.18K Buy
310
+200
+182% +$3.95K 0.01% 205
2024
Q2 		$2.3K Buy
+110
New +$2.21K ﹤0.01% 252

Other funds holding WTAI

LPL Financial
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
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
HP
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
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wiser Advisor Group's WTAI Position: Q2 2026 in Review

Wiser Advisor Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 312 shares worth $14.8K. The position accounts for 0.02% of the portfolio, ranked #148.

Wiser Advisor Group first reported a position in WTAI in Q2 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Wiser Advisor Group held 312 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $14.8K as of Q2 2026.
  • Wiser Advisor Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #148 holding.
  • Wiser Advisor Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 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 Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.