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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
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 $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Wiser Advisor Group's WTAI Position: Q1 2026 in Review

Wiser Advisor Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 312 shares worth $8.81K. The position accounts for 0.01% of the portfolio, ranked #169.

Wiser Advisor Group first reported a position in WTAI in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.1K in Q4 2025. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • Wiser Advisor Group held 312 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $8.81K as of Q1 2026.
  • Wiser Advisor Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #169 holding.
  • Wiser Advisor Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 7 quarters since.
  • Wiser Advisor Group's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $9.1K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.