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Bravera Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bravera Wealth’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 		$64K Hold
488
– – 0.02% 168
2026
Q1 		$56.5K Hold
488
– – 0.03% 183
2025
Q4 		$56.1K Buy
+488
New +$55.6K 0.03% 169

Other funds holding AIVL

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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Bravera Wealth's AIVL Position: Q2 2026 in Review

Bravera Wealth held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 488 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #168.

Bravera Wealth first reported a position in AIVL in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Bravera Wealth held 488 shares of WisdomTree US AI Enhanced Value Fund worth $64K as of Q2 2026.
  • Bravera Wealth left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #168 holding.
  • Bravera Wealth first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.