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 Q3	$10.5K	Sell	82 -89	-52%	-$11.8K	﹤0.01%	2487
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

Other funds holding AIVL

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc's AIVL Position: Q3 2026 in Review

AssetMark Inc reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 52% in Q3 2026, selling an estimated $11.8K and leaving 82 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

AssetMark Inc first reported a position in AIVL in Q4 2016 and has held it in 3 quarters since. The position peaked at $22.4K in Q2 2026. 64 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

AssetMark Inc held 82 shares of WisdomTree US AI Enhanced Value Fund worth $10.5K as of Q3 2026.
AssetMark Inc sold 89 WisdomTree US AI Enhanced Value Fund shares in Q3 2026, an estimated $11.8K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2487 holding.
AssetMark Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and has held it in 3 quarters since.
AssetMark Inc's WisdomTree US AI Enhanced Value Fund position peaked at $22.4K in Q2 2026.
64 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.