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AE Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

AE Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.4K Buy
375
+339
+942% +$40.4K ﹤0.01% 1992
2025
Q4 		$4.17K Buy
+36
New +$4.1K ﹤0.01% 2257
2025
Q2 		– Sell
-120
Closed -$13.2K – 2163
2025
Q1 		$13.2K Sell
120
-70
-37% -$7.69K ﹤0.01% 1816
2024
Q4 		$20.2K Buy
+190
New +$21K ﹤0.01% 1733
2022
Q3 		– Sell
-2,291
Closed -$203K – 1744
2022
Q2 		$203K Sell
2,291
-85
-4% -$8.05K ﹤0.01% 1592
2022
Q1 		$235K Buy
2,376
+369
+18% +$36.4K ﹤0.01% 1525
2021
Q4 		$203K Buy
+2,007
New +$196K ﹤0.01% 1601
2021
Q3 		– Sell
-2,454
Closed -$239K – 1619
2021
Q2 		$239K Buy
+2,454
New +$240K ﹤0.01% 1431
2020
Q4 		– Sell
-15,669
Closed -$1.18M – 1361
2020
Q3 		$1.18M Sell
15,669
-17,849
-53% -$1.36M 0.02% 587
2020
Q2 		$2.47M Buy
33,518
+7,587
+29% +$543K 0.04% 347
2020
Q1 		$1.68M Sell
25,931
-163,634
-86% -$13.6M 0.04% 348
2019
Q4 		$17.5M Buy
189,565
+79,924
+73% +$7.13M 0.38% 56
2019
Q3 		$9.59M Buy
+109,641
New +$9.39M 0.28% 69

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

AE Wealth Management's AIVL Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 942% in Q1 2026, buying an estimated $40.4K and bringing the position to 375 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

AE Wealth Management first reported a position in AIVL in Q3 2019 and has held it in 13 quarters since. The position peaked at $17.5M in Q4 2019. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • AE Wealth Management held 375 shares of WisdomTree US AI Enhanced Value Fund worth $43.4K as of Q1 2026.
  • AE Wealth Management bought 339 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $40.4K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1992 holding.
  • AE Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2019 and has held it in 13 quarters since.
  • AE Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $17.5M in Q4 2019.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.