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Anchor Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Anchor Investment 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 		$41K Buy
354
+1
+0.3% +$119 ﹤0.01% 609
2025
Q4 		$40.6K Buy
353
+2
+0.6% +$228 ﹤0.01% 618
2025
Q3 		$40.2K Buy
+351
New +$39.8K ﹤0.01% 616

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 $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Anchor Investment Management's AIVL Position: Q1 2026 in Review

Anchor Investment Management increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.28% in Q1 2026, buying an estimated $119 and bringing the position to 354 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Anchor Investment Management first reported a position in AIVL in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Anchor Investment Management held 354 shares of WisdomTree US AI Enhanced Value Fund worth $41K as of Q1 2026.
  • Anchor Investment Management bought 1 WisdomTree US AI Enhanced Value Fund share in Q1 2026, an estimated $119.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #609 holding.
  • Anchor Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.