Creative Planning
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Creative Planning’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Creative Planning’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
Q1 		$406K Hold
3,507
– – ﹤0.01% 3183
2025
Q4 		$403K Hold
3,507
– – ﹤0.01% 3021
2025
Q3 		$401K Buy
3,507
+1,015
+41% +$115K ﹤0.01% 2921
2025
Q2 		$282K Hold
2,492
– – ﹤0.01% 2954
2025
Q1 		$274K Hold
2,492
– – ﹤0.01% 2841
2024
Q4 		$265K Hold
2,492
– – ﹤0.01% 2765
2024
Q3 		$277K Hold
2,492
– – ﹤0.01% 2579
2024
Q2 		$249K Hold
2,492
– – ﹤0.01% 2509
2024
Q1 		$254K Sell
2,492
-550
-18% -$53.4K ﹤0.01% 2390
2023
Q4 		$292K Hold
3,042
– – ﹤0.01% 2101
2023
Q3 		$271K Buy
3,042
+495
+19% +$46.4K ﹤0.01% 2023
2023
Q2 		$238K Buy
2,547
+115
+5% +$10.5K ﹤0.01% 2088
2023
Q1 		$223K Buy
+2,432
New +$226K ﹤0.01% 2043
2022
Q2 		– Sell
-2,042
Closed -$202K – 2279
2022
Q1 		$202K Hold
2,042
– – ﹤0.01% 1887
2021
Q4 		$207K Buy
+2,042
New +$199K ﹤0.01% 1848
2021
Q3 		– Sell
-2,143
Closed -$208K – 2115
2021
Q2 		$208K Buy
+2,143
New +$210K ﹤0.01% 1787
2020
Q3 		– Sell
-3,770
Closed -$278K – 2146
2020
Q2 		$278K Sell
3,770
-561
-13% -$40.2K ﹤0.01% 1359
2020
Q1 		$280K Buy
4,331
+1,280
+42% +$106K ﹤0.01% 1203
2019
Q4 		$282K Buy
3,051
+1
+0% +$89 ﹤0.01% 1435
2019
Q3 		$267K Sell
3,050
-214
-7% -$18.3K ﹤0.01% 1431
2019
Q2 		$280K Buy
3,264
+666
+26% +$56.6K ﹤0.01% 1415
2019
Q1 		$222K Buy
+2,598
New +$216K ﹤0.01% 1510
2018
Q1 		– Sell
-3,549
Closed -$314K – 2041
2017
Q4 		$314K Buy
3,549
+232
+7% +$20.1K ﹤0.01% 1335
2017
Q3 		$280K Sell
3,317
-420
-11% -$34.8K ﹤0.01% 1368
2017
Q2 		$308K Buy
3,737
+38
+1% +$3.12K ﹤0.01% 1280
2017
Q1 		$305K Sell
3,699
-769
-17% -$63.1K ﹤0.01% 1246
2016
Q4 		$359K Sell
4,468
-459
-9% -$36.2K ﹤0.01% 1100
2016
Q3 		$387K Buy
4,927
+691
+16% +$54.3K ﹤0.01% 1029
2016
Q2 		$327K Hold
4,236
– – ﹤0.01% 988
2016
Q1 		$320K Sell
4,236
-72
-2% -$5.06K ﹤0.01% 953
2015
Q4 		$303K Sell
4,308
-178
-4% -$12.7K ﹤0.01% 985
2015
Q3 		$302K Buy
+4,486
New +$319K ﹤0.01% 966
2015
Q2 		– Sell
-4,150
Closed -$315K – 1148
2015
Q1 		$315K Hold
4,150
– – ﹤0.01% 968
2014
Q4 		$318K Buy
4,150
+2,000
+93% +$150K ﹤0.01% 907
2014
Q3 		$158K Buy
2,150
+250
+13% +$18.4K ﹤0.01% 1194
2014
Q2 		$140K Buy
1,900
+201
+12% +$14.5K ﹤0.01% 1223
2014
Q1 		$119K Buy
1,699
+1,350
+387% +$91.8K ﹤0.01% 1289
2013
Q4 		$24K Sell
349
-636
-65% -$42.3K ﹤0.01% 2066
2013
Q3 		$63K Buy
985
+633
+180% +$40.5K ﹤0.01% 1374
2013
Q2 		$22K Buy
+352
New +$22.2K ﹤0.01% 1863

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 $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Creative Planning's AIVL Position: Q1 2026 in Review

Creative Planning held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2026 at 3,507 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Creative Planning first reported a position in AIVL in Q2 2013 and has held it in 40 quarters since. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Creative Planning held 3,507 shares of WisdomTree US AI Enhanced Value Fund worth $406K as of Q1 2026.
  • Creative Planning left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3183 holding.
  • Creative Planning first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 40 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

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