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Anfield Capital Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Anfield Capital 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 		$35.8K Buy
+309
New +$36.8K 0.01% 288
2024
Q4 		– Sell
-300
Closed -$33.4K – 439
2024
Q3 		$33.4K Buy
+300
New +$31.7K 0.01% 153

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

Anfield Capital Management's AIVL Position: Q1 2026 in Review

Anfield Capital Management opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2026: 309 shares worth $35.8K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Anfield Capital Management previously reported a position in AIVL as recently as Q3 2024.

Anfield Capital Management first reported a position in AIVL in Q3 2024 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Anfield Capital Management held 309 shares of WisdomTree US AI Enhanced Value Fund worth $35.8K as of Q1 2026.
  • WisdomTree US AI Enhanced Value Fund was a new Anfield Capital Management position in Q1 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #288 holding.
  • Anfield Capital Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2024 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.