WT Wealth Management’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.51M	Buy	+44,950	New	+$2.17M	0.7%	40

Other funds holding TCAI

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Roth Financial Partners Kingwood, Texas $336M AUM 20.58% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WT Wealth Management's TCAI Position: Q2 2026 in Review

WT Wealth Management opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q2 2026: 44,950 shares worth $2.51M. The stake represents 0.7% of the portfolio and ranks #40 among its holdings.

14 funds tracked by Wall St. Rank hold TCAI as of Q2 2026.

WT Wealth Management held 44,950 shares of Tortoise AI Infrastructure ETF worth $2.51M as of Q2 2026.
Tortoise AI Infrastructure ETF was a new WT Wealth Management position in Q2 2026.
Tortoise AI Infrastructure ETF made up 0.7% of WT Wealth Management's portfolio in Q2 2026, its #40 holding.
14 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.