Focus Partners Wealth
AIVL icon

Focus Partners Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Focus Partners Wealth’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
Q1 		$580K Buy
5,049
+6
+0.1% +$715 ﹤0.01% 1853
2025
Q4 		$580K Sell
5,043
-57
-1% -$6.5K ﹤0.01% 1891
2025
Q3 		$583K Sell
5,100
-1,814
-26% -$206K ﹤0.01% 1552
2025
Q2 		$782K Buy
6,914
+1,059
+18% +$114K ﹤0.01% 1243
2025
Q1 		$643K Sell
5,855
-1,977
-25% -$217K ﹤0.01% 1232
2024
Q4 		$834K Buy
7,832
+5,937
+313% +$658K ﹤0.01% 1121
2024
Q3 		$211K Sell
1,895
-4,353
-70% -$460K ﹤0.01% 1446
2024
Q2 		$624K Buy
6,248
+5
+0.1% +$500 ﹤0.01% 904
2024
Q1 		$635K Buy
+6,243
New +$606K 0.01% 677

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return