WWM
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Wolff Wiese Magana’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Wolff Wiese Magana’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 		$134K Buy
2,827
+100
+4% +$3.95K 0.06% 147
2026
Q1 		$77K Buy
2,727
+339
+14% +$10.1K 0.04% 178
2025
Q4 		$69.6K Buy
2,388
+403
+20% +$12K 0.04% 180
2025
Q3 		$56.7K Buy
1,985
+1,863
+1,527% +$48.5K 0.03% 207
2025
Q2 		$3K Hold
122
– – ﹤0.01% 652
2025
Q1 		$2.32K Buy
+122
New +$2.69K ﹤0.01% 710

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
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 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

Wolff Wiese Magana's WTAI Position: Q2 2026 in Review

Wolff Wiese Magana increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 3.7% in Q2 2026, buying an estimated $3.95K and bringing the position to 2,827 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #147.

Wolff Wiese Magana first reported a position in WTAI in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • Wolff Wiese Magana held 2,827 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $134K as of Q2 2026.
  • Wolff Wiese Magana bought 100 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $3.95K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #147 holding.
  • Wolff Wiese Magana first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.