AWM
AIVL icon

Axxcess Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Axxcess Wealth Management’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 		$231K Buy
+1,763
New +$219K ﹤0.01% 958
2026
Q1 		– Sell
-1,763
Closed -$203K – 394
2025
Q4 		$203K Buy
+1,763
New +$201K ﹤0.01% 989

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Axxcess Wealth Management's AIVL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 1,763 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AIVL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AIVL in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Axxcess Wealth Management held 1,763 shares of WisdomTree US AI Enhanced Value Fund worth $231K as of Q2 2026.
  • WisdomTree US AI Enhanced Value Fund was a new Axxcess Wealth Management position in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #958 holding.
  • Axxcess Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.