Independence Bank of Kentucky’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Independence Bank of Kentucky’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	$82K	Hold	625	–	–	0.01%	357
2026 Q1	$72.3K	Hold	625	–	–	0.01%	376
2025 Q4	$71.9K	Hold	625	–	–	0.01%	389
2025 Q3	$71.4K	Sell	625 -150	-19%	-$17K	0.01%	381
2025 Q2	$87.6K	Hold	775	–	–	0.01%	356
2025 Q1	$85.1K	Hold	775	–	–	0.01%	356
2024 Q4	$82.6K	Hold	775	–	–	0.01%	358
2024 Q3	$86.3K	Hold	775	–	–	0.02%	342
2024 Q2	$77.3K	Hold	775	–	–	0.02%	320
2024 Q1	$78.9K	Buy	+775	New	+$75.3K	0.02%	300

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RSWA

Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return

Independence Bank of Kentucky's AIVL Position: Q2 2026 in Review

Independence Bank of Kentucky held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 625 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #357.

Independence Bank of Kentucky first reported a position in AIVL in Q1 2024 and has held it in 10 quarters since. The position peaked at $87.6K in Q2 2025. 58 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Independence Bank of Kentucky held 625 shares of WisdomTree US AI Enhanced Value Fund worth $82K as of Q2 2026.
Independence Bank of Kentucky 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 Independence Bank of Kentucky's portfolio in Q2 2026, its #357 holding.
Independence Bank of Kentucky first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2024 and has held it in 10 quarters since.
Independence Bank of Kentucky's WisdomTree US AI Enhanced Value Fund position peaked at $87.6K in Q2 2025.
58 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.