PSI
WQTM

Planning Strategies Inc.’s WisdomTree Quantum Computing Fund WQTM Stock Holding History

Planning Strategies Inc.’s Portfolio WQTM Stock Details WQTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97K Buy
+52
New +$1.76K ﹤0.01% 593

Other funds holding WQTM

MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Planning Strategies Inc.'s WQTM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Quantum Computing Fund (WQTM) in Q2 2026: 52 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

16 funds tracked by Wall St. Rank hold WQTM as of Q2 2026.

  • Planning Strategies Inc. held 52 shares of WisdomTree Quantum Computing Fund worth $1.97K as of Q2 2026.
  • WisdomTree Quantum Computing Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree Quantum Computing Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #593 holding.
  • 16 funds tracked by Wall St. Rank held WisdomTree Quantum Computing Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.