Founders Financial Alliance’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Founders Financial Alliance’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	$19.9K	Hold	152	–	–	﹤0.01%	635
2026 Q1	$17.6K	Buy	+152	New	+$18.1K	﹤0.01%	586
2025 Q4	–	Sell	-152	Closed	-$17.4K	–	613
2025 Q3	$17.4K	Buy	+152	New	+$17.3K	﹤0.01%	568
2025 Q2	–	Sell	-152	Closed	-$16.7K	–	546
2025 Q1	$16.7K	Hold	152	–	–	﹤0.01%	504
2024 Q4	$16.2K	Hold	152	–	–	﹤0.01%	452
2024 Q3	$16.9K	Hold	152	–	–	﹤0.01%	460
2024 Q2	$15.2K	Hold	152	–	–	﹤0.01%	450
2024 Q1	$15.5K	Hold	152	–	–	﹤0.01%	456
2023 Q4	$14.6K	Hold	152	–	–	0.01%	413
2023 Q3	$13.5K	Hold	152	–	–	0.01%	401
2023 Q2	$14.2K	Buy	+152	New	+$13.8K	0.01%	430
2023 Q1	–	Sell	-152	Closed	-$14K	–	458
2022 Q4	$14K	Hold	152	–	–	0.01%	408
2022 Q3	$12K	Hold	152	–	–	0.01%	405
2022 Q2	$13K	Hold	152	–	–	0.01%	420
2022 Q1	$15K	Hold	152	–	–	0.01%	372
2021 Q4	$15K	Buy	+152	New	+$14.8K	0.01%	409

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Founders Financial Alliance's AIVL Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 152 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Founders Financial Alliance first reported a position in AIVL in Q4 2021 and has held it in 16 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Founders Financial Alliance held 152 shares of WisdomTree US AI Enhanced Value Fund worth $19.9K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #635 holding.
Founders Financial Alliance first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 16 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.