Arcadia Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Arcadia Investment Advisors’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	$84.3K	Hold	643	–	–	0.04%	57
2026 Q1	$74.4K	Hold	643	–	–	0.04%	56
2025 Q4	$73.9K	Hold	643	–	–	0.03%	58
2025 Q3	$73.5K	Hold	643	–	–	0.04%	59
2025 Q2	$72.7K	Hold	643	–	–	0.04%	57
2025 Q1	$70.6K	Hold	643	–	–	0.04%	52
2024 Q4	$68.5K	Hold	643	–	–	0.04%	52
2024 Q3	$71.6K	Sell	643 -92	-13%	-$9.73K	0.04%	52
2024 Q2	$73.4K	Hold	735	–	–	0.04%	51
2024 Q1	$74.8K	Hold	735	–	–	0.04%	51
2023 Q4	$70.5K	Hold	735	–	–	0.04%	52
2023 Q3	$65.4K	Hold	735	–	–	0.04%	51
2023 Q2	$68.8K	Hold	735	–	–	0.05%	52
2023 Q1	$67.4K	Hold	735	–	–	0.05%	51
2022 Q4	$67.5K	Hold	735	–	–	0.05%	50
2022 Q3	$60K	Hold	735	–	–	0.05%	47
2022 Q2	$65.2K	Hold	735	–	–	0.05%	45
2022 Q1	$72.8K	Hold	735	–	–	0.04%	47
2021 Q4	$74.3K	Hold	735	–	–	0.04%	47
2021 Q3	$69.1K	Hold	735	–	–	0.04%	47
2021 Q2	$71.5K	Hold	735	–	–	0.04%	46
2021 Q1	$69.3K	Hold	735	–	–	0.04%	45
2020 Q4	$61.5K	Hold	735	–	–	0.04%	47
2020 Q3	$55.4K	Hold	735	–	–	0.04%	48
2020 Q2	$54.2K	Hold	735	–	–	0.04%	43
2020 Q1	$47.5K	Hold	735	–	–	0.04%	45
2019 Q4	$68K	Hold	735	–	–	0.04%	34
2019 Q3	$64.3K	Hold	735	–	–	0.04%	38
2019 Q2	$63K	Hold	735	–	–	0.04%	39
2019 Q1	$62.8K	Hold	735	–	–	0.05%	41
2018 Q4	$56.6K	Hold	735	–	–	0.05%	40
2018 Q3	$66.5K	Hold	735	–	–	0.05%	36
2018 Q2	$63.9K	Hold	735	–	–	0.05%	39
2018 Q1	$62.1K	Hold	735	–	–	0.05%	33
2017 Q4	$65K	Buy	+735	New	+$63.6K	0.06%	32

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

Arcadia Investment Advisors's AIVL Position: Q2 2026 in Review

Arcadia Investment Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 643 shares worth $84.3K. The position accounts for 0.04% of the portfolio, ranked #57.

Arcadia Investment Advisors first reported a position in AIVL in Q4 2017 and has held it in 35 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Arcadia Investment Advisors held 643 shares of WisdomTree US AI Enhanced Value Fund worth $84.3K as of Q2 2026.
Arcadia Investment Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.04% of Arcadia Investment Advisors's portfolio in Q2 2026, its #57 holding.
Arcadia Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and has held it in 35 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.