Global Retirement Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Global Retirement 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	$1.59M	Buy	+12,118	New	+$1.51M	0.02%	579
2025 Q4	$1.39M	Hold	12,118	–	–	0.02%	548
2025 Q3	$1.38M	Hold	12,118	–	–	0.03%	447
2025 Q2	$1.37M	Buy	+12,118	New	+$1.31M	0.03%	415

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

Global Retirement Partners's AIVL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 12,118 shares worth $1.59M. The stake represents 0.02% of the portfolio and ranks #579 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AIVL as recently as Q4 2025.

Global Retirement Partners first reported a position in AIVL in Q2 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Global Retirement Partners held 12,118 shares of WisdomTree US AI Enhanced Value Fund worth $1.59M as of Q2 2026.
WisdomTree US AI Enhanced Value Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #579 holding.
Global Retirement Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2025 and has held it in 4 quarters since.
128 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.