Hughes Financial Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Hughes Financial Services’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	$33.2K	Hold	253	–	–	﹤0.01%	215
2026 Q1	$29.3K	Hold	253	–	–	﹤0.01%	208
2025 Q4	$29.1K	Hold	253	–	–	﹤0.01%	196
2025 Q3	$28.6K	Hold	253	–	–	﹤0.01%	194
2025 Q2	$28.3K	Hold	253	–	–	﹤0.01%	197
2025 Q1	$27.8K	Buy	+253	New	+$27.8K	0.01%	197

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

Hughes Financial Services's AIVL Position: Q2 2026 in Review

Hughes Financial Services held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 253 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Hughes Financial Services first reported a position in AIVL in Q1 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Hughes Financial Services held 253 shares of WisdomTree US AI Enhanced Value Fund worth $33.2K as of Q2 2026.
Hughes Financial Services 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 Hughes Financial Services's portfolio in Q2 2026, its #215 holding.
Hughes Financial Services first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2025 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.