CIBC Private Wealth Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$157K	Hold	1,365	–	–	﹤0.01%	1312
2025 Q3	$156K	Hold	1,365	–	–	﹤0.01%	1286
2025 Q2	$154K	Hold	1,365	–	–	﹤0.01%	1224
2025 Q1	$133K	Hold	1,365	–	–	﹤0.01%	1236
2024 Q4	$145K	Hold	1,365	–	–	﹤0.01%	1284
2024 Q3	$152K	Hold	1,365	–	–	﹤0.01%	1317
2024 Q2	$135K	Sell	1,365 -852	-38%	-$85.3K	﹤0.01%	1275
2024 Q1	$224K	Hold	2,217	–	–	﹤0.01%	1075
2023 Q4	$213K	Buy	+2,217	New	+$199K	﹤0.01%	1049
2018 Q3	–	Sell	-1,438	Closed	-$125K	–	989
2018 Q2	$125K	Hold	1,438	–	–	﹤0.01%	995
2018 Q1	$122K	Buy	1,438 +1	+0.1%	+$88	﹤0.01%	990
2017 Q4	$127K	Buy	+1,437	New	+$124K	﹤0.01%	998

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CIBC Private Wealth Group's AIVL Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q4 2025 at 1,365 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

CIBC Private Wealth Group first reported a position in AIVL in Q4 2017 and has held it in 12 quarters since. The position peaked at $224K in Q1 2024. 118 funds tracked by Wall St. Rank hold AIVL as of Q4 2025.

CIBC Private Wealth Group held 1,365 shares of WisdomTree US AI Enhanced Value Fund worth $157K as of Q4 2025.
CIBC Private Wealth Group left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q4 2025.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1312 holding.
CIBC Private Wealth Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2017 and has held it in 12 quarters since.
CIBC Private Wealth Group's WisdomTree US AI Enhanced Value Fund position peaked at $224K in Q1 2024.
118 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.