Arax Advisory Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Arax Advisory Partners’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	$698K	Buy	+5,324	New	+$662K	﹤0.01%	1417

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

Arax Advisory Partners's AIVL Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 5,324 shares worth $698K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Arax Advisory Partners held 5,324 shares of WisdomTree US AI Enhanced Value Fund worth $698K as of Q2 2026.
WisdomTree US AI Enhanced Value Fund was a new Arax Advisory Partners position in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1417 holding.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.