Cerity Partners
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Cerity Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Cerity Partners’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 		$1.02M Buy
7,747
+21
+0.3% +$2.61K ﹤0.01% 1996
2026
Q1 		$894K Sell
7,726
-248
-3% -$29.6K ﹤0.01% 1924
2025
Q4 		$917K Buy
7,974
+254
+3% +$29K ﹤0.01% 1755
2025
Q3 		$882K Sell
7,720
-22
-0.3% -$2.5K ﹤0.01% 1652
2025
Q2 		$875K Sell
7,742
-103
-1% -$11.1K ﹤0.01% 1581
2025
Q1 		$861K Buy
7,845
+17
+0.2% +$1.87K ﹤0.01% 1495
2024
Q4 		$834K Sell
7,828
-465
-6% -$51.5K ﹤0.01% 1502
2024
Q3 		$923K Sell
8,293
-156
-2% -$16.5K ﹤0.01% 1438
2024
Q2 		$843K Sell
8,449
-643
-7% -$64.3K ﹤0.01% 1308
2024
Q1 		$925K Sell
9,092
-555
-6% -$53.9K ﹤0.01% 1314
2023
Q4 		$925K Sell
9,647
-218
-2% -$19.6K ﹤0.01% 1017
2023
Q3 		$878K Sell
9,865
-2,375
-19% -$222K ﹤0.01% 793
2023
Q2 		$1.14M Buy
+12,240
New +$1.11M ﹤0.01% 886
2022
Q3 		– Sell
-3,924
Closed -$348K – 1177
2022
Q2 		$348K Buy
+3,924
New +$372K ﹤0.01% 856

Other funds holding AIVL

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Cerity Partners's AIVL Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.27% in Q2 2026, buying an estimated $2.61K and bringing the position to 7,747 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Cerity Partners first reported a position in AIVL in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q2 2023. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Cerity Partners held 7,747 shares of WisdomTree US AI Enhanced Value Fund worth $1.02M as of Q2 2026.
  • Cerity Partners bought 21 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $2.61K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1996 holding.
  • Cerity Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2022 and has held it in 14 quarters since.
  • Cerity Partners's WisdomTree US AI Enhanced Value Fund position peaked at $1.14M in Q2 2023.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.