WT Wealth Management’s C3.ai AI Stock Holding History

WT Wealth Management’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,799	Closed	-$222K	–	133
2025 Q3	$222K	Buy	+12,799	New	+$267K	0.06%	131

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WT Wealth Management's AI Position: Q4 2025 in Review

WT Wealth Management sold out of C3.ai (AI) in Q4 2025, closing a stake of 12,799 shares — an estimated $222K sold.

WT Wealth Management first reported a position in AI in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

WT Wealth Management reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
WT Wealth Management sold 12,799 C3.ai shares in Q4 2025, an estimated $222K.
WT Wealth Management first reported a position in C3.ai in Q3 2025 and held it in 1 quarter.
WT Wealth Management's C3.ai position peaked at $222K in Q3 2025.
342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.