First Command Advisory Services’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

First Command Advisory Services’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	–	Sell	-5,921	Closed	-$167K	–	1333
2026 Q1	$167K	Hold	5,921	–	–	﹤0.01%	206
2025 Q4	$173K	Hold	5,921	–	–	﹤0.01%	193
2025 Q3	$169K	Buy	5,921 +3,921	+196%	+$102K	﹤0.01%	188
2025 Q2	$49.1K	Hold	2,000	–	–	﹤0.01%	288
2025 Q1	$38K	Hold	2,000	–	–	﹤0.01%	299
2024 Q4	$44K	Hold	2,000	–	–	﹤0.01%	290
2024 Q3	$39.9K	Hold	2,000	–	–	﹤0.01%	298
2024 Q2	$41.8K	Sell	2,000 -1,662	-45%	-$33.4K	﹤0.01%	283
2024 Q1	$444K	Buy	3,662 +1,662	+83%	+$34.3K	﹤0.01%	114
2023 Q4	$41.4K	Sell	2,000 -1,330	-40%	-$24.2K	﹤0.01%	259
2023 Q3	$58K	Buy	+3,330	New	+$61.9K	﹤0.01%	227

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Command Advisory Services's WTAI Position: Q2 2026 in Review

First Command Advisory Services sold out of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026, closing a stake of 5,921 shares — an estimated $167K sold.

First Command Advisory Services first reported a position in WTAI in Q3 2023 and held it in 11 quarters. The position peaked at $444K in Q1 2024. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

First Command Advisory Services reported no remaining WisdomTree Artificial Intelligence and Innovation Fund position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 5,921 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $167K.
First Command Advisory Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and held it in 11 quarters.
First Command Advisory Services's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $444K in Q1 2024.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.