EP Wealth Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

EP Wealth Advisors’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	$323K	Hold	5,960	–	–	﹤0.01%	1116
2025 Q4	$310K	Buy	+5,960	New	+$301K	﹤0.01%	1120
2025 Q2	$287K	Hold	5,960	–	–	﹤0.01%	1044
2025 Q1	$261K	Hold	5,960	–	–	﹤0.01%	989
2024 Q4	$235K	Hold	5,960	–	–	﹤0.01%	989
2024 Q3	$261K	Hold	5,960	–	–	﹤0.01%	918
2024 Q2	$235K	Buy	+5,960	New	+$243K	﹤0.01%	720

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

EP Wealth Advisors's AIVI Position: Q1 2026 in Review

EP Wealth Advisors held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q1 2026 at 5,960 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

EP Wealth Advisors first reported a position in AIVI in Q2 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

EP Wealth Advisors held 5,960 shares of WisdomTree International AI Enhanced Value Fund worth $323K as of Q1 2026.
EP Wealth Advisors left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q1 2026.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1116 holding.
EP Wealth Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.