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WMG Financial Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

WMG Financial Advisors’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 		$965K Buy
20,335
+4,200
+26% +$166K 0.36% 33
2026
Q1 		$455K Sell
16,135
-3,015
-16% -$89.6K 0.19% 53
2025
Q4 		$558K Buy
19,150
+8,200
+75% +$245K 0.23% 54
2025
Q3 		$313K Buy
+10,950
New +$285K 0.1% 136

Other funds holding WTAI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

WMG Financial Advisors's WTAI Position: Q2 2026 in Review

WMG Financial Advisors increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 26% in Q2 2026, buying an estimated $166K and bringing the position to 20,335 shares worth $965K. The position accounts for 0.36% of the portfolio, ranked #33.

WMG Financial Advisors first reported a position in WTAI in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • WMG Financial Advisors held 20,335 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $965K as of Q2 2026.
  • WMG Financial Advisors bought 4,200 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $166K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.36% of WMG Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • WMG Financial Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.