AssetMark Inc
AIVL icon

AssetMark Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

AssetMark Inc’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 		$22.4K Buy
+171
New +$21.3K ﹤0.01% 2135
2017
Q1 		– Sell
-67
Closed -$5K – 1263
2016
Q4 		$5K Buy
+67
New +$5.28K ﹤0.01% 1032

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
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
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

AssetMark Inc's AIVL Position: Q2 2026 in Review

AssetMark Inc opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 171 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #2135 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in AIVL as recently as Q4 2016.

AssetMark Inc first reported a position in AIVL in Q4 2016 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • AssetMark Inc held 171 shares of WisdomTree US AI Enhanced Value Fund worth $22.4K as of Q2 2026.
  • WisdomTree US AI Enhanced Value Fund was a new AssetMark Inc position in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2135 holding.
  • AssetMark Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.