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GHP Investment Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

GHP Investment Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$149K Sell
2,652
-609
-19% -$34.6K 0.01% 429
2026
Q1 		$176K Sell
3,261
-1
-0% -$55 0.01% 403
2025
Q4 		$170K Buy
3,262
+25
+0.8% +$1.26K 0.01% 403
2025
Q3 		$161K Buy
3,237
+10
+0.3% +$494 0.01% 401
2025
Q2 		$155K Buy
3,227
+32
+1% +$1.48K 0.01% 398
2025
Q1 		$140K Buy
3,195
+4
+0.1% +$168 0.01% 401
2024
Q4 		$126K Buy
3,191
+12
+0.4% +$495 0.01% 414
2024
Q3 		$139K Buy
3,179
+9
+0.3% +$376 0.01% 413
2024
Q2 		$125K Buy
3,170
+39
+1% +$1.59K 0.01% 413
2024
Q1 		$128K Buy
3,131
+6
+0.2% +$241 0.01% 416
2023
Q4 		$126K Buy
3,125
+12
+0.4% +$459 0.01% 416
2023
Q3 		$116K Buy
3,113
+12
+0.4% +$467 0.01% 418
2023
Q2 		$121K Sell
3,101
-8
-0.3% -$318 0.01% 417
2023
Q1 		$121K Buy
3,109
+13
+0.4% +$500 0.01% 417
2022
Q4 		$112K Sell
3,096
-511
-14% -$17.5K 0.01% 426
2022
Q3 		$110K Buy
3,607
+19
+0.5% +$660 0.01% 409
2022
Q2 		$128K Sell
3,588
-821
-19% -$31.6K 0.01% 392
2022
Q1 		$176K Buy
+4,409
New +$182K 0.01% 373
2020
Q1 		– Sell
-10,769
Closed -$459K – 277
2019
Q4 		$459K Sell
10,769
-313
-3% -$13.1K 0.05% 243
2019
Q3 		$447K Buy
11,082
+2,098
+23% +$84.6K 0.06% 239
2019
Q2 		$369K Sell
8,984
-168
-2% -$6.88K 0.04% 253
2019
Q1 		$377K Sell
9,152
-2
-0% -$81 0.05% 252
2018
Q4 		$347K Sell
9,154
-5,004
-35% -$199K 0.05% 240
2018
Q3 		$595K Sell
14,158
-504
-3% -$21.3K 0.08% 214
2018
Q2 		$614K Sell
14,662
-422
-3% -$18.4K 0.09% 207
2018
Q1 		$654K Sell
15,084
-184
-1% -$8.1K 0.09% 207
2017
Q4 		$663K Buy
15,268
+72
+0.5% +$3.1K 0.09% 203
2017
Q3 		$648K Buy
15,196
+432
+3% +$18.1K 0.1% 210
2017
Q2 		$602K Sell
14,764
-16,334
-53% -$666K 0.1% 214
2017
Q1 		$1.24M Buy
31,098
+24,801
+394% +$962K 0.21% 132
2016
Q4 		$235K Sell
6,297
-5,269
-46% -$197K 0.04% 267
2016
Q3 		$451K Buy
11,566
+1,100
+11% +$42.5K 0.09% 215
2016
Q2 		$396K Buy
10,466
+2,677
+34% +$103K 0.09% 225
2016
Q1 		$298K Buy
7,789
+575
+8% +$21.1K 0.07% 243
2015
Q4 		$274K Sell
7,214
-2,709
-27% -$107K 0.07% 250
2015
Q3 		$378K Sell
9,923
-327
-3% -$13.5K 0.1% 208
2015
Q2 		$434K Sell
10,250
-342
-3% -$15.5K 0.11% 192
2015
Q1 		$465K Buy
10,592
+13
+0.1% +$572 0.12% 182
2014
Q4 		$455K Buy
+10,579
New +$476K 0.13% 176

Other funds holding AIVI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GHP Investment Advisors's AIVI Position: Q2 2026 in Review

GHP Investment Advisors reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 19% in Q2 2026, selling an estimated $34.6K and leaving 2,652 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #429.

GHP Investment Advisors first reported a position in AIVI in Q4 2014 and has held it in 39 quarters since. The position peaked at $1.24M in Q1 2017. 7 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • GHP Investment Advisors held 2,652 shares of WisdomTree International AI Enhanced Value Fund worth $149K as of Q2 2026.
  • GHP Investment Advisors sold 609 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $34.6K.
  • WisdomTree International AI Enhanced Value Fund made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #429 holding.
  • GHP Investment Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2014 and has held it in 39 quarters since.
  • GHP Investment Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $1.24M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.