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Fingerlakes Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Fingerlakes Wealth Management’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 		$297K Buy
2,268
+9
+0.4% +$1.12K 0.16% 84
2026
Q1 		$261K Sell
2,259
-248
-10% -$29.6K 0.17% 83
2025
Q4 		$288K Buy
2,507
+12
+0.5% +$1.37K 0.18% 81
2025
Q3 		$285K Sell
2,495
-220
-8% -$25K 0.19% 81
2025
Q2 		$307K Buy
2,715
+11
+0.4% +$1.19K 0.23% 79
2025
Q1 		$297K Buy
2,704
+9
+0.3% +$988 0.25% 75
2024
Q4 		$287K Sell
2,695
-33
-1% -$3.66K 0.23% 75
2024
Q3 		$304K Sell
2,728
-48
-2% -$5.08K 0.25% 74
2024
Q2 		$277K Sell
2,776
-24
-0.9% -$2.4K 0.25% 76
2024
Q1 		$285K Buy
2,800
+14
+0.5% +$1.36K 0.28% 72
2023
Q4 		$267K Buy
2,786
+17
+0.6% +$1.53K 0.29% 76
2023
Q3 		$246K Buy
2,769
+22
+0.8% +$2.06K 0.3% 76
2023
Q2 		$257K Buy
2,747
+16
+0.6% +$1.46K 0.29% 79
2023
Q1 		$250K Buy
2,731
+13
+0.5% +$1.21K 0.31% 80
2022
Q4 		$250K Buy
2,718
+19
+0.7% +$1.71K 0.34% 79
2022
Q3 		$220K Sell
2,699
-631
-19% -$57.6K 0.32% 79
2022
Q2 		$296K Buy
3,330
+15
+0.5% +$1.42K 0.41% 69
2022
Q1 		$328K Sell
3,315
-637
-16% -$62.8K 0.38% 68
2021
Q4 		$398K Buy
+3,952
New +$385K 0.45% 62

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

Fingerlakes Wealth Management's AIVL Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 2,268 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #84.

Fingerlakes Wealth Management first reported a position in AIVL in Q4 2021 and has held it in 19 quarters since. The position peaked at $398K in Q4 2021. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Fingerlakes Wealth Management held 2,268 shares of WisdomTree US AI Enhanced Value Fund worth $297K as of Q2 2026.
  • Fingerlakes Wealth Management bought 9 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $1.12K.
  • WisdomTree US AI Enhanced Value Fund made up 0.16% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Fingerlakes Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $398K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.