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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
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

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

Farther Finance Advisors's AIVL Position: Q2 2026 in Review

Farther Finance Advisors held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 1,111 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Farther Finance Advisors first reported a position in AIVL in Q4 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Farther Finance Advisors held 1,111 shares of WisdomTree US AI Enhanced Value Fund worth $146K as of Q2 2026.
  • Farther Finance Advisors left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2458 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.