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 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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

BIP Wealth's AIVI Position: Q1 2026 in Review

BIP Wealth reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 18% in Q1 2026, selling an estimated $368K and leaving 31,286 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #144.

BIP Wealth first reported a position in AIVI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.86M in Q1 2023. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

BIP Wealth held 31,286 shares of WisdomTree International AI Enhanced Value Fund worth $1.69M as of Q1 2026.
BIP Wealth sold 6,730 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $368K.
WisdomTree International AI Enhanced Value Fund made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #144 holding.
BIP Wealth first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's WisdomTree International AI Enhanced Value Fund position peaked at $2.86M in Q1 2023.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.