Woodard & Company Asset Management Group’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Woodard & Company Asset Management 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	$30.9K	Hold	650	–	–	﹤0.01%	140
2026 Q1	$18.4K	Hold	650	–	–	﹤0.01%	151
2025 Q4	$18.9K	Hold	650	–	–	﹤0.01%	147
2025 Q3	$18.6K	Hold	650	–	–	﹤0.01%	137
2025 Q2	$16K	Hold	650	–	–	﹤0.01%	128
2025 Q1	$12.3K	Hold	650	–	–	﹤0.01%	125
2024 Q4	$14.3K	Hold	650	–	–	﹤0.01%	117
2024 Q3	$13K	Hold	650	–	–	﹤0.01%	110
2024 Q2	$13.6K	Hold	650	–	–	﹤0.01%	110
2024 Q1	$13.5K	Hold	650	–	–	﹤0.01%	100
2023 Q4	$13.4K	Sell	650 -5	-0.8%	-$91	﹤0.01%	94
2023 Q3	$11.4K	Sell	655 -570	-47%	-$10.6K	﹤0.01%	87
2023 Q2	$23.4K	Buy	+1,225	New	+$21.4K	0.01%	87

Other funds holding WTAI

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Woodard & Company Asset Management Group's WTAI Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q2 2026 at 650 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Woodard & Company Asset Management Group first reported a position in WTAI in Q2 2023 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Woodard & Company Asset Management Group held 650 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $30.9K as of Q2 2026.
Woodard & Company Asset Management Group left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #140 holding.
Woodard & Company Asset Management Group first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2023 and has held it in 13 quarters since.
59 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.