Baird Financial Group
AIVL icon

Baird Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Baird Financial Group’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 		$747K Sell
5,697
-201
-3% -$25K ﹤0.01% 1418
2026
Q1 		$683K Sell
5,898
-349
-6% -$41.6K ﹤0.01% 1390
2025
Q4 		$718K Hold
6,247
– – ﹤0.01% 1357
2025
Q3 		$714K Sell
6,247
-1
-0% -$114 ﹤0.01% 1360
2025
Q2 		$706K Buy
+6,248
New +$675K ﹤0.01% 1307
2016
Q2 		– Sell
-2,939
Closed -$222K – 1194
2016
Q1 		$222K Hold
2,939
– – ﹤0.01% 1126
2015
Q4 		$207K Buy
+2,939
New +$209K ﹤0.01% 1152
2015
Q3 		– Sell
-2,939
Closed -$216K – 1247
2015
Q2 		$216K Buy
+2,939
New +$224K ﹤0.01% 1203

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

Baird Financial Group's AIVL Position: Q2 2026 in Review

Baird Financial Group reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 3.4% in Q2 2026, selling an estimated $25K and leaving 5,697 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Baird Financial Group first reported a position in AIVL in Q2 2015 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Baird Financial Group held 5,697 shares of WisdomTree US AI Enhanced Value Fund worth $747K as of Q2 2026.
  • Baird Financial Group sold 201 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $25K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1418 holding.
  • Baird Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2015 and has held it in 8 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.