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Beacon Investment Advisory Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Beacon Investment Advisory Services’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 		$53.5K Hold
408
– – ﹤0.01% 427
2026
Q1 		$47.2K Buy
+408
New +$48.6K ﹤0.01% 436

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Royal Bank of Canada
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SL
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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

Beacon Investment Advisory Services's AIVL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 408 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Beacon Investment Advisory Services first reported a position in AIVL in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Beacon Investment Advisory Services held 408 shares of WisdomTree US AI Enhanced Value Fund worth $53.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #427 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2026 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 Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.