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

Founders Grove Wealth Partners’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	$3.06M	Sell	23,362 -131	-0.6%	-$16.3K	0.61%	41
2026 Q1	$2.72M	Sell	23,493 -1,086	-4%	-$129K	0.62%	40
2025 Q4	$2.83M	Sell	24,579 -158	-0.6%	-$18K	0.64%	38
2025 Q3	$2.83M	Sell	24,737 -53	-0.2%	-$6.02K	0.66%	39
2025 Q2	$2.8M	Sell	24,790 -71	-0.3%	-$7.67K	0.7%	36
2025 Q1	$2.73M	Sell	24,861 -253	-1%	-$27.8K	0.76%	34
2024 Q4	$2.68M	Buy	+25,114	New	+$2.78M	0.77%	35

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Grove Wealth Partners's AIVL Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.56% in Q2 2026, selling an estimated $16.3K and leaving 23,362 shares worth $3.06M. The position accounts for 0.61% of the portfolio, ranked #41.

Founders Grove Wealth Partners first reported a position in AIVL in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Founders Grove Wealth Partners held 23,362 shares of WisdomTree US AI Enhanced Value Fund worth $3.06M as of Q2 2026.
Founders Grove Wealth Partners sold 131 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $16.3K.
WisdomTree US AI Enhanced Value Fund made up 0.61% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #41 holding.
Founders Grove Wealth Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2024 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.