Bank of America
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Bank of America’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bank of America’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 		– Sell
-333
Closed -$38.3K – 5728
2025
Q4 		$38.3K Buy
+333
New +$38K ﹤0.01% 5913
2025
Q1 		– Sell
-787
Closed -$83.8K – 8298
2024
Q4 		$83.8K Buy
787
+315
+67% +$34.9K ﹤0.01% 6470
2024
Q3 		$52.5K Sell
472
-88
-16% -$9.31K ﹤0.01% 6525
2024
Q2 		$55.9K Hold
560
– – ﹤0.01% 6485
2024
Q1 		$57K Hold
560
– – ﹤0.01% 6468
2023
Q4 		$53.7K Sell
560
-468
-46% -$42.1K ﹤0.01% 6574
2023
Q3 		$91.5K Hold
1,028
– – ﹤0.01% 6288
2023
Q2 		$96.2K Hold
1,028
– – ﹤0.01% 6222
2023
Q1 		$94.2K Buy
1,028
+560
+120% +$52.1K ﹤0.01% 6277
2022
Q4 		$43K Hold
468
– – ﹤0.01% 6525
2022
Q3 		$38K Hold
468
– – ﹤0.01% 6786
2022
Q2 		$42K Sell
468
-25,021
-98% -$2.37M ﹤0.01% 6915
2022
Q1 		$2.52M Sell
25,489
-52,488
-67% -$5.17M ﹤0.01% 4363
2021
Q4 		$7.89M Sell
77,977
-1,618
-2% -$158K ﹤0.01% 3192
2021
Q3 		$7.48M Sell
79,595
-167
-0.2% -$16.2K ﹤0.01% 3154
2021
Q2 		$7.76M Buy
79,762
+1,128
+1% +$110K ﹤0.01% 3079
2021
Q1 		$7.42M Sell
78,634
-887
-1% -$78.7K ﹤0.01% 3006
2020
Q4 		$6.66M Sell
79,521
-4,541
-5% -$365K ﹤0.01% 2877
2020
Q3 		$6.34M Sell
84,062
-3,115
-4% -$237K ﹤0.01% 2691
2020
Q2 		$6.43M Sell
87,177
-3,956
-4% -$283K ﹤0.01% 2631
2020
Q1 		$5.89M Sell
91,133
-6,184
-6% -$513K ﹤0.01% 2520
2019
Q4 		$9M Sell
97,317
-11,594
-11% -$1.03M ﹤0.01% 2651
2019
Q3 		$9.52M Buy
108,911
+7,123
+7% +$610K ﹤0.01% 2563
2019
Q2 		$8.73M Sell
101,788
-1,931
-2% -$164K ﹤0.01% 2696
2019
Q1 		$8.87M Sell
103,719
-26,872
-21% -$2.24M ﹤0.01% 2606
2018
Q4 		$10.1M Buy
130,591
+629
+0.5% +$53.1K ﹤0.01% 2300
2018
Q3 		$11.8M Buy
129,962
+2,331
+2% +$210K ﹤0.01% 2330
2018
Q2 		$11.1M Sell
127,631
-25,635
-17% -$2.21M ﹤0.01% 2349
2018
Q1 		$13M Sell
153,266
-64,464
-30% -$5.69M ﹤0.01% 2159
2017
Q4 		$19.2M Sell
217,730
-7,689
-3% -$665K ﹤0.01% 1827
2017
Q3 		$19M Sell
225,419
-1,895
-0.8% -$157K ﹤0.01% 1922
2017
Q2 		$18.7M Sell
227,314
-9,600
-4% -$789K ﹤0.01% 1805
2017
Q1 		$19.6M Sell
236,914
-202,893
-46% -$16.6M ﹤0.01% 1768
2016
Q4 		$35.3M Sell
439,807
-49,972
-10% -$3.94M 0.01% 1227
2016
Q3 		$38.5M Sell
489,779
-46,780
-9% -$3.68M 0.01% 1147
2016
Q2 		$41.4M Buy
536,559
+139,517
+35% +$10.5M 0.01% 1093
2016
Q1 		$30M Buy
397,042
+90,254
+29% +$6.34M 0.01% 1255
2015
Q4 		$21.6M Buy
306,788
+4,842
+2% +$345K 0.01% 1570
2015
Q3 		$20.3M Sell
301,946
-147,157
-33% -$10.5M 0.01% 1606
2015
Q2 		$33M Sell
449,103
-64,312
-13% -$4.89M 0.01% 1070
2015
Q1 		$39M Buy
513,415
+44,780
+10% +$3.41M 0.01% 949
2014
Q4 		$35.9M Buy
468,635
+103,486
+28% +$7.75M 0.01% 1028
2014
Q3 		$26.8M Buy
365,149
+17,221
+5% +$1.27M 0.01% 1200
2014
Q2 		$25.7M Buy
347,928
+110,494
+47% +$7.95M 0.01% 1235
2014
Q1 		$16.7M Sell
237,434
-3,280
-1% -$223K 0.01% 1417
2013
Q4 		$16.6M Sell
240,714
-41,614
-15% -$2.77M 0.01% 1451
2013
Q3 		$18M Sell
282,328
-46,938
-14% -$3.01M 0.01% 1353
2013
Q2 		$20.5M Buy
+329,266
New +$20.7M 0.01% 1182

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of America's AIVL Position: Q1 2026 in Review

Bank of America sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q1 2026, closing a stake of 333 shares — an estimated $38.3K sold.

Bank of America first reported a position in AIVL in Q2 2013 and held it in 48 quarters. The position peaked at $41.4M in Q2 2016. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Bank of America reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 333 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $38.3K.
  • Bank of America first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 48 quarters.
  • Bank of America's WisdomTree US AI Enhanced Value Fund position peaked at $41.4M in Q2 2016.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.