Corient Private Wealth
AIVL icon

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

Corient Private Wealth’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 		$296K Buy
2,256
+527
+30% +$65.6K ﹤0.01% 2574
2026
Q1 		$200K Sell
1,729
-527
-23% -$62.8K ﹤0.01% 2569
2025
Q4 		$260K Buy
+2,256
New +$257K ﹤0.01% 2269

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

Corient Private Wealth's AIVL Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 30% in Q2 2026, buying an estimated $65.6K and bringing the position to 2,256 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Corient Private Wealth first reported a position in AIVL in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Corient Private Wealth held 2,256 shares of WisdomTree US AI Enhanced Value Fund worth $296K as of Q2 2026.
  • Corient Private Wealth bought 527 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $65.6K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2574 holding.
  • Corient Private Wealth first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.