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AmeriFlex Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

AmeriFlex Group’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.7K Buy
789
+1
+0.1% +$55 0.02% 451
2025
Q4 		$40.9K Buy
+788
New +$39.8K 0.02% 456

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AmeriFlex Group's AIVI Position: Q1 2026 in Review

AmeriFlex Group increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 0.13% in Q1 2026, buying an estimated $55 and bringing the position to 789 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #451.

AmeriFlex Group first reported a position in AIVI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • AmeriFlex Group held 789 shares of WisdomTree International AI Enhanced Value Fund worth $42.7K as of Q1 2026.
  • AmeriFlex Group bought 1 WisdomTree International AI Enhanced Value Fund share in Q1 2026, an estimated $55.
  • WisdomTree International AI Enhanced Value Fund made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #451 holding.
  • AmeriFlex Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.