Creative Planning’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Creative Planning’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Buy	5,281 +70	+1%	+$3.83K	﹤0.01%	3465
2025 Q4	$271K	Hold	5,211	–	–	﹤0.01%	3325
2025 Q3	$259K	Sell	5,211 -300	-5%	-$14.8K	﹤0.01%	3268
2025 Q2	$265K	Hold	5,511	–	–	﹤0.01%	3012
2025 Q1	$242K	Hold	5,511	–	–	﹤0.01%	2921
2024 Q4	$217K	Sell	5,511 -233	-4%	-$9.61K	﹤0.01%	2917
2024 Q3	$252K	Buy	5,744 +233	+4%	+$9.72K	﹤0.01%	2670
2024 Q2	$217K	Buy	5,511 +300	+6%	+$12.2K	﹤0.01%	2620
2024 Q1	$214K	Hold	5,211	–	–	﹤0.01%	2523
2023 Q4	$211K	Buy	+5,211	New	+$199K	﹤0.01%	2388
2023 Q3	–	Sell	-5,211	Closed	-$203K	–	2908
2023 Q2	$203K	Hold	5,211	–	–	﹤0.01%	2206
2023 Q1	$202K	Buy	+5,211	New	+$200K	﹤0.01%	2118
2022 Q2	–	Sell	-5,312	Closed	-$213K	–	2278
2022 Q1	$213K	Hold	5,312	–	–	﹤0.01%	1856
2021 Q4	$222K	Hold	5,312	–	–	﹤0.01%	1804
2021 Q3	$217K	Buy	+5,312	New	+$230K	﹤0.01%	1815
2021 Q2	–	Sell	-5,264	Closed	-$223K	–	2068
2021 Q1	$223K	Hold	5,264	–	–	﹤0.01%	2007
2020 Q4	$213K	Buy	+5,264	New	+$201K	﹤0.01%	1850
2020 Q1	–	Sell	-5,214	Closed	-$222K	–	1866
2019 Q4	$222K	Hold	5,214	–	–	﹤0.01%	1574
2019 Q3	$211K	Hold	5,214	–	–	﹤0.01%	1576
2019 Q2	$214K	Buy	5,214 +120	+2%	+$4.91K	﹤0.01%	1575
2019 Q1	$210K	Buy	+5,094	New	+$205K	﹤0.01%	1555
2018 Q4	–	Sell	-4,944	Closed	-$208K	–	1945
2018 Q3	$208K	Hold	4,944	–	–	﹤0.01%	1652
2018 Q2	$207K	Hold	4,944	–	–	﹤0.01%	1627
2018 Q1	$214K	Hold	4,944	–	–	﹤0.01%	1559
2017 Q4	$215K	Hold	4,944	–	–	﹤0.01%	1558
2017 Q3	$211K	Sell	4,944 -3,000	-38%	-$126K	﹤0.01%	1573
2017 Q2	$324K	Hold	7,944	–	–	﹤0.01%	1243
2017 Q1	$316K	Hold	7,944	–	–	﹤0.01%	1229
2016 Q4	$297K	Hold	7,944	–	–	﹤0.01%	1193
2016 Q3	$309K	Hold	7,944	–	–	﹤0.01%	1164
2016 Q2	$300K	Sell	7,944 -1,358	-15%	-$52K	﹤0.01%	1048
2016 Q1	$356K	Sell	9,302 -100	-1%	-$3.67K	﹤0.01%	897
2015 Q4	$358K	Buy	9,402 +100	+1%	+$3.95K	﹤0.01%	910
2015 Q3	$355K	Buy	+9,302	New	+$384K	﹤0.01%	889
2015 Q2	–	Sell	-7,942	Closed	-$348K	–	1147
2015 Q1	$348K	Sell	7,942 -200	-2%	-$8.79K	﹤0.01%	915
2014 Q4	$350K	Sell	8,142 -115	-1%	-$5.17K	﹤0.01%	858
2014 Q3	$386K	Sell	8,257 -2,859	-26%	-$141K	﹤0.01%	756
2014 Q2	$563K	Hold	11,116	–	–	0.01%	598
2014 Q1	$547K	Hold	11,116	–	–	0.01%	582
2013 Q4	$529K	Hold	11,116	–	–	0.01%	507
2013 Q3	$505K	Buy	11,116 +995	+10%	+$42.9K	0.01%	447
2013 Q2	$406K	Buy	+10,121	New	+$434K	0.01%	461

Other funds holding AIVI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's AIVI Position: Q1 2026 in Review

Creative Planning increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.3% in Q1 2026, buying an estimated $3.83K and bringing the position to 5,281 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3465.

Creative Planning first reported a position in AIVI in Q2 2013 and has held it in 42 quarters since. The position peaked at $563K in Q2 2014. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

Creative Planning held 5,281 shares of WisdomTree International AI Enhanced Value Fund worth $286K as of Q1 2026.
Creative Planning bought 70 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $3.83K.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3465 holding.
Creative Planning first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and has held it in 42 quarters since.
Creative Planning's WisdomTree International AI Enhanced Value Fund position peaked at $563K in Q2 2014.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.