Fidelity Investments
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Fidelity Investments’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Fidelity Investments’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
Q2 		$56 Hold
1
– – ﹤0.01% 5433
2026
Q1 		$54 Buy
+1
New +$55 ﹤0.01% 5289
2025
Q4 		– Sell
-1
Closed -$50 – 5416
2025
Q3 		$50 Hold
1
– – ﹤0.01% 5242
2025
Q2 		$48 Buy
+1
New +$46 ﹤0.01% 5180
2025
Q1 		– Sell
-1
Closed -$39 – 5290
2024
Q4 		$39 Buy
+1
New +$41 ﹤0.01% 5229
2024
Q1 		– Sell
-1
Closed -$40 – 5347
2023
Q4 		$40 Buy
+1
New +$38 ﹤0.01% 5063
2023
Q2 		– Sell
-8
Closed -$311 – 5367
2023
Q1 		$311 Buy
+8
New +$307 ﹤0.01% 4831
2022
Q3 		– Sell
-552
Closed -$20K – 4808
2022
Q2 		$20K Sell
552
-914
-62% -$35.2K ﹤0.01% 3875
2022
Q1 		$59K Hold
1,466
– – ﹤0.01% 3617
2021
Q4 		$61K Sell
1,466
-147
-9% -$6.07K ﹤0.01% 3188
2021
Q3 		$66K Buy
1,613
+922
+133% +$39.9K ﹤0.01% 3150
2021
Q2 		$30K Buy
+691
New +$30.3K ﹤0.01% 3268
2021
Q1 		– Sell
-1
Closed – – 3943
2020
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 3792
2019
Q1 		– Sell
-3
Closed – – 3578
2018
Q4 		$0 Buy
+3
New +$119 ﹤0.01% 3498

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments's AIVI Position: Q2 2026 in Review

Fidelity Investments held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q2 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #5433.

Fidelity Investments first reported a position in AIVI in Q4 2018 and has held it in 14 quarters since. The position peaked at $66K in Q3 2021. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Fidelity Investments held 1 share of WisdomTree International AI Enhanced Value Fund worth $56 as of Q2 2026.
  • Fidelity Investments left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5433 holding.
  • Fidelity Investments first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2018 and has held it in 14 quarters since.
  • Fidelity Investments's WisdomTree International AI Enhanced Value Fund position peaked at $66K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.