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 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

NFW

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Baird Financial Group's AIVL Position: Q1 2026 in Review

Baird Financial Group reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 5.6% in Q1 2026, selling an estimated $41.6K and leaving 5,898 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Baird Financial Group first reported a position in AIVL in Q2 2015 and has held it in 7 quarters since. The position peaked at $718K in Q4 2025. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

Baird Financial Group held 5,898 shares of WisdomTree US AI Enhanced Value Fund worth $683K as of Q1 2026.
Baird Financial Group sold 349 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $41.6K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1390 holding.
Baird Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2015 and has held it in 7 quarters since.
Baird Financial Group's WisdomTree US AI Enhanced Value Fund position peaked at $718K in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.