Asset Planning Corporation’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Asset Planning Corporation’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Hold	4,697	–	–	0.11%	47
2025 Q2	$226K	Hold	4,697	–	–	0.12%	40
2025 Q1	$206K	Buy	+4,697	New	+$197K	0.12%	42
2024 Q4	–	Sell	-4,697	Closed	-$206K	–	43
2024 Q3	$206K	Buy	+4,697	New	+$196K	0.13%	45
2021 Q1	–	Sell	-2,937	Closed	-$119K	–	34
2020 Q4	$119K	Buy	+2,937	New	+$112K	0.12%	37

Other funds holding AIVI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Planning Corporation's AIVI Position: Q3 2025 in Review

Asset Planning Corporation held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q3 2025 at 4,697 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #47.

Asset Planning Corporation first reported a position in AIVI in Q4 2020 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold AIVI as of Q3 2025.

Asset Planning Corporation held 4,697 shares of WisdomTree International AI Enhanced Value Fund worth $233K as of Q3 2025.
Asset Planning Corporation left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q3 2025.
WisdomTree International AI Enhanced Value Fund made up 0.11% of Asset Planning Corporation's portfolio in Q3 2025, its #47 holding.
Asset Planning Corporation first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2020 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.