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

Capital 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 Q1	$52.8K	Buy	456 +276	+153%	+$32.9K	﹤0.01%	853
2025 Q4	$20.7K	Hold	180	–	–	﹤0.01%	954
2025 Q3	$20.6K	Hold	180	–	–	﹤0.01%	899
2025 Q2	$20.4K	Hold	180	–	–	﹤0.01%	872
2025 Q1	$19.8K	Hold	180	–	–	﹤0.01%	813
2024 Q4	$19.2K	Hold	180	–	–	﹤0.01%	758
2024 Q3	$20K	Hold	180	–	–	﹤0.01%	790
2024 Q2	$18K	Hold	180	–	–	﹤0.01%	777
2024 Q1	$18.3K	Hold	180	–	–	﹤0.01%	765
2023 Q4	$17.3K	Hold	180	–	–	﹤0.01%	782
2023 Q3	$16K	Buy	+180	New	+$16.9K	﹤0.01%	749

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

NFW

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Capital Investment Advisory Services's AIVL Position: Q1 2026 in Review

Capital Investment Advisory Services increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 153% in Q1 2026, buying an estimated $32.9K and bringing the position to 456 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Capital Investment Advisory Services first reported a position in AIVL in Q3 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

Capital Investment Advisory Services held 456 shares of WisdomTree US AI Enhanced Value Fund worth $52.8K as of Q1 2026.
Capital Investment Advisory Services bought 276 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $32.9K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #853 holding.
Capital Investment Advisory Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2023 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.