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Farther Finance Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Farther Finance Advisors’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
Q3 		$142K Hold
1,111
– – ﹤0.01% 2575
2026
Q2 		$146K Hold
1,111
– – ﹤0.01% 2458
2026
Q1 		$130K Hold
1,111
– – ﹤0.01% 2319
2025
Q4 		$128K Buy
+1,111
New +$127K ﹤0.01% 2196

Other funds holding AIVL

DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's AIVL Position: Q3 2026 in Review

Farther Finance Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q3 2026 at 1,111 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Farther Finance Advisors first reported a position in AIVL in Q4 2025 and has held it in 4 quarters since. The position peaked at $146K in Q2 2026. 11 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

  • Farther Finance Advisors held 1,111 shares of WisdomTree US AI Enhanced Value Fund worth $142K as of Q3 2026.
  • Farther Finance Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q3 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2575 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $146K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.