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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BIP Wealth's AIVI Position: Q2 2026 in Review

BIP Wealth increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 8.8% in Q2 2026, buying an estimated $156K and bringing the position to 34,027 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #187.

BIP Wealth first reported a position in AIVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.86M in Q1 2023. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • BIP Wealth held 34,027 shares of WisdomTree International AI Enhanced Value Fund worth $1.92M as of Q2 2026.
  • BIP Wealth bought 2,741 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $156K.
  • WisdomTree International AI Enhanced Value Fund made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #187 holding.
  • BIP Wealth first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2023 and has held it in 14 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 Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.