Carson Wealth (CWM LLC)
AIVL icon

Carson Wealth (CWM LLC)’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Carson Wealth (CWM LLC)’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 		$250K Sell
2,163
-387
-15% -$46.1K ﹤0.01% 2536
2025
Q4 		$293K Hold
2,550
– – ﹤0.01% 2275
2025
Q3 		$291K Hold
2,550
– – ﹤0.01% 2161
2025
Q2 		$288K Hold
2,550
– – ﹤0.01% 1895
2025
Q1 		$280K Sell
2,550
-50
-2% -$5.49K ﹤0.01% 1709
2024
Q4 		$277K Buy
2,600
+387
+17% +$42.9K ﹤0.01% 1639
2024
Q3 		$246K Hold
2,213
– – ﹤0.01% 1645
2024
Q2 		$221K Hold
2,213
– – ﹤0.01% 1537
2024
Q1 		$225K Sell
2,213
-81
-4% -$7.87K ﹤0.01% 1457
2023
Q4 		$220K Sell
2,294
-81
-3% -$7.28K ﹤0.01% 1386
2023
Q3 		$211K Hold
2,375
– – ﹤0.01% 1290
2023
Q2 		$222K Hold
2,375
– – ﹤0.01% 1210
2023
Q1 		$218K Sell
2,375
-81
-3% -$7.54K ﹤0.01% 1164
2022
Q4 		$225K Sell
2,456
-233
-9% -$21K ﹤0.01% 1055
2022
Q3 		$220K Sell
2,689
-753
-22% -$68.8K ﹤0.01% 1011
2022
Q2 		$305K Hold
3,442
– – ﹤0.01% 887
2022
Q1 		$341K Sell
3,442
-207
-6% -$20.4K ﹤0.01% 841
2021
Q4 		$369K Buy
+3,649
New +$356K ﹤0.01% 810
2021
Q2 		$491K Hold
5,048
– – ﹤0.01% 680
2021
Q1 		$491K Hold
5,048
– – ﹤0.01% 680
2020
Q4 		$491K Hold
5,048
– – ﹤0.01% 680
2020
Q3 		$491K Hold
5,048
– – ﹤0.01% 680
2020
Q2 		$491K Hold
5,048
– – ﹤0.01% 680
2020
Q1 		$491K Hold
5,048
– – ﹤0.01% 680
2019
Q4 		$491K Hold
5,048
– – ﹤0.01% 680
2019
Q3 		$491K Hold
5,048
– – ﹤0.01% 680
2019
Q2 		$491K Hold
5,048
– – ﹤0.01% 680
2019
Q1 		$491K Buy
5,048
+3,804
+306% +$317K ﹤0.01% 680
2018
Q4 		$96K Hold
1,244
– – ﹤0.01% 730
2018
Q3 		$112K Buy
+1,244
New +$112K ﹤0.01% 598

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 $559M AUM 24.35% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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

Carson Wealth (CWM LLC)'s AIVL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 15% in Q1 2026, selling an estimated $46.1K and leaving 2,163 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Carson Wealth (CWM LLC) first reported a position in AIVL in Q3 2018 and has held it in 30 quarters since. The position peaked at $491K in Q2 2021. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,163 shares of WisdomTree US AI Enhanced Value Fund worth $250K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 387 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $46.1K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2536 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US AI Enhanced Value Fund position peaked at $491K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.