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

Congress Wealth Management’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 Q2	$3.05M	Hold	27,000	–	–	0.03%	488
2025 Q1	$2.96M	Hold	27,000	–	–	0.04%	420
2024 Q4	$2.88M	Hold	27,000	–	–	0.04%	358
2024 Q3	$3.01M	Hold	27,000	–	–	0.04%	368
2024 Q2	$2.69M	Hold	27,000	–	–	0.04%	316
2024 Q1	$2.75M	Hold	27,000	–	–	0.05%	283
2023 Q4	$2.59M	Sell	27,000 -941	-3%	-$84.6K	0.05%	288
2023 Q3	$2.49M	Buy	+27,941	New	+$2.62M	0.05%	276

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Congress Wealth Management's AIVL Position: Q2 2025 in Review

Congress Wealth Management held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2025 at 27,000 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #488.

Congress Wealth Management first reported a position in AIVL in Q3 2023 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold AIVL as of Q2 2025.

Congress Wealth Management held 27,000 shares of WisdomTree US AI Enhanced Value Fund worth $3.05M as of Q2 2025.
Congress Wealth Management left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2025.
WisdomTree US AI Enhanced Value Fund made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #488 holding.
Congress Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2023 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.