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 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 $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $115M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

First Command Advisory Services's WTAI Position: Q1 2026 in Review

First Command Advisory Services held its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) position steady in Q1 2026 at 5,921 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

First Command Advisory Services first reported a position in WTAI in Q3 2023 and has held it in 11 quarters since. The position peaked at $444K in Q1 2024. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

First Command Advisory Services held 5,921 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $167K as of Q1 2026.
First Command Advisory Services left its WisdomTree Artificial Intelligence and Innovation Fund share count unchanged in Q1 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #206 holding.
First Command Advisory Services first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q3 2023 and has held it in 11 quarters since.
First Command Advisory Services's WisdomTree Artificial Intelligence and Innovation Fund position peaked at $444K in Q1 2024.
121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.