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Institute for Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Institute for Wealth Management’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 		$880K Sell
6,713
-15
-0.2% -$1.87K 0.08% 221
2026
Q1 		$778K Sell
6,728
-208
-3% -$24.8K 0.08% 241
2025
Q4 		$798K Sell
6,936
-300
-4% -$34.2K 0.08% 229
2025
Q3 		$827K Sell
7,236
-633
-8% -$71.9K 0.09% 230
2025
Q2 		$890K Sell
7,869
-887
-10% -$95.8K 0.1% 212
2025
Q1 		$961K Buy
8,756
+18
+0.2% +$1.98K 0.12% 189
2024
Q4 		$931K Buy
8,738
+23
+0.3% +$2.55K 0.12% 188
2024
Q3 		$970K Hold
8,715
– – 0.12% 183
2024
Q2 		$870K Hold
8,715
– – 0.12% 185
2024
Q1 		$887K Sell
8,715
-136
-2% -$13.2K 0.11% 184
2023
Q4 		$849K Sell
8,851
-375
-4% -$33.7K 0.14% 178
2023
Q3 		$821K Sell
9,226
-40
-0.4% -$3.75K 0.15% 169
2023
Q2 		$867K Sell
9,266
-80
-0.9% -$7.29K 0.15% 169
2023
Q1 		$857K Hold
9,346
– – 0.16% 160
2022
Q4 		$858K Sell
9,346
-69
-0.7% -$6.22K 0.18% 157
2022
Q3 		$769K Hold
9,415
– – 0.17% 159
2022
Q2 		$835K Sell
9,415
-73
-0.8% -$6.92K 0.16% 159
2022
Q1 		$940K Hold
9,488
– – 0.15% 169
2021
Q4 		$960K Hold
9,488
– – 0.16% 166
2021
Q3 		$892K Hold
9,488
– – 0.16% 170
2021
Q2 		$923K Hold
9,488
– – 0.16% 163
2021
Q1 		$895K Hold
9,488
– – 0.17% 163
2020
Q4 		$794K Hold
9,488
– – 0.16% 165
2020
Q3 		$716K Hold
9,488
– – 0.16% 161
2020
Q2 		$700K Sell
9,488
-115
-1% -$8.23K 0.17% 158
2020
Q1 		$620K Sell
9,603
-79
-0.8% -$6.55K 0.19% 147
2019
Q4 		$896K Hold
9,682
– – 0.2% 144
2019
Q3 		$847K Hold
9,682
– – 0.21% 139
2019
Q2 		$830K Sell
9,682
-90
-0.9% -$7.65K 0.18% 167
2019
Q1 		$835K Sell
9,772
-121
-1% -$10.1K 0.18% 154
2018
Q4 		$762K Buy
+9,893
New +$836K 0.31% 98
2018
Q1 		– Sell
-10,078
Closed -$886K – 260
2017
Q4 		$886K Hold
10,078
– – 0.2% 150
2017
Q3 		$849K Hold
10,078
– – 0.28% 126
2017
Q2 		$829K Buy
+10,078
New +$828K 0.23% 145

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
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
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

Institute for Wealth Management's AIVL Position: Q2 2026 in Review

Institute for Wealth Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.22% in Q2 2026, selling an estimated $1.87K and leaving 6,713 shares worth $880K. The position accounts for 0.08% of the portfolio, ranked #221.

Institute for Wealth Management first reported a position in AIVL in Q2 2017 and has held it in 34 quarters since. The position peaked at $970K in Q3 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Institute for Wealth Management held 6,713 shares of WisdomTree US AI Enhanced Value Fund worth $880K as of Q2 2026.
  • Institute for Wealth Management sold 15 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $1.87K.
  • WisdomTree US AI Enhanced Value Fund made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Institute for Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2017 and has held it in 34 quarters since.
  • Institute for Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $970K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.