BFC Planning, Inc.’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

BFC Planning, Inc.’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	$42.4K	Buy	323 +1	+0.3%	+$124	﹤0.01%	1644
2026 Q1	$37.2K	Buy	322 +1	+0.3%	+$119	﹤0.01%	1462
2025 Q4	$36.9K	Buy	321 +2	+0.6%	+$228	﹤0.01%	1489
2025 Q3	$36.5K	Buy	319 +1	+0.3%	+$114	﹤0.01%	1308
2025 Q2	$35.9K	Sell	318 -99	-24%	-$10.7K	﹤0.01%	1250
2025 Q1	$45.7K	Buy	417 +2	+0.5%	+$220	﹤0.01%	1142
2024 Q4	$44.2K	Buy	+415	New	+$46K	﹤0.01%	1157

Other funds holding AIVL

Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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 $1.21B AUM 12.69% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s AIVL Position: Q2 2026 in Review

BFC Planning, Inc. increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.31% in Q2 2026, buying an estimated $124 and bringing the position to 323 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

BFC Planning, Inc. first reported a position in AIVL in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.7K in Q1 2025. 132 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

BFC Planning, Inc. held 323 shares of WisdomTree US AI Enhanced Value Fund worth $42.4K as of Q2 2026.
BFC Planning, Inc. bought 1 WisdomTree US AI Enhanced Value Fund share in Q2 2026, an estimated $124.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1644 holding.
BFC Planning, Inc. first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s WisdomTree US AI Enhanced Value Fund position peaked at $45.7K in Q1 2025.
132 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.