Ameritas Advisory Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Ameritas Advisory Services’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 Q2	$78.3K	Buy	+597	New	+$74.3K	﹤0.01%	1196
2025 Q4	–	Sell	-142	Closed	-$16.2K	–	948
2025 Q3	$16.2K	Sell	142 -455	-76%	-$51.7K	﹤0.01%	1505
2025 Q2	$67.5K	Buy	+597	New	+$64.5K	﹤0.01%	1168
2023 Q2	–	Sell	-208	Closed	-$19.1K	–	600
2023 Q1	$19.1K	Buy	+208	New	+$19.4K	﹤0.01%	1668

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Ameritas Advisory Services's AIVL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 597 shares worth $78.3K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AIVL as recently as Q3 2025.

Ameritas Advisory Services first reported a position in AIVL in Q1 2023 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Ameritas Advisory Services held 597 shares of WisdomTree US AI Enhanced Value Fund worth $78.3K as of Q2 2026.
WisdomTree US AI Enhanced Value Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1196 holding.
Ameritas Advisory Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2023 and has held it in 4 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.