BIP Wealth
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BIP Wealth’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

BIP Wealth’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.84M Sell
31,843
-2,184
-6% -$129K 0.05% 204
2026
Q2 		$1.92M Buy
34,027
+2,741
+9% +$156K 0.05% 187
2026
Q1 		$1.69M Sell
31,286
-6,730
-18% -$368K 0.07% 144
2025
Q4 		$1.98M Sell
38,016
-3,441
-8% -$174K 0.07% 147
2025
Q3 		$2.06M Sell
41,457
-6,668
-14% -$329K 0.1% 88
2025
Q2 		$2.32M Sell
48,125
-1,793
-4% -$83K 0.14% 66
2025
Q1 		$2.19M Sell
49,918
-5,415
-10% -$228K 0.14% 65
2024
Q4 		$2.18M Sell
55,333
-2,463
-4% -$102K 0.15% 59
2024
Q3 		$2.53M Buy
57,796
+7,932
+16% +$331K 0.17% 58
2024
Q2 		$1.96M Sell
49,864
-14,844
-23% -$605K 0.16% 58
2024
Q1 		$2.65M Sell
64,708
-3,590
-5% -$144K 0.19% 53
2023
Q4 		$2.76M Buy
68,298
+3,505
+5% +$134K 0.22% 49
2023
Q3 		$2.43M Sell
64,793
-6,061
-9% -$236K 0.22% 47
2023
Q2 		$2.76M Sell
70,854
-2,816
-4% -$112K 0.23% 46
2023
Q1 		$2.86M Buy
+73,670
New +$2.83M 0.31% 47

Other funds holding AIVI

Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

BIP Wealth's AIVI Position: Q3 2026 in Review

BIP Wealth reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 6.4% in Q3 2026, selling an estimated $129K and leaving 31,843 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #204.

BIP Wealth first reported a position in AIVI in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.86M in Q1 2023. 7 funds tracked by Wall St. Rank hold AIVI as of Q3 2026.

  • BIP Wealth held 31,843 shares of WisdomTree International AI Enhanced Value Fund worth $1.84M as of Q3 2026.
  • BIP Wealth sold 2,184 WisdomTree International AI Enhanced Value Fund shares in Q3 2026, an estimated $129K.
  • WisdomTree International AI Enhanced Value Fund made up 0.05% of BIP Wealth's portfolio in Q3 2026, its #204 holding.
  • BIP Wealth first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2023 and has held it in 15 quarters since.
  • BIP Wealth's WisdomTree International AI Enhanced Value Fund position peaked at $2.86M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.