Integrated Wealth Concepts’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Integrated Wealth Concepts’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	$37K	Buy	+282	New	+$35.1K	﹤0.01%	3606

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

Integrated Wealth Concepts's AIVL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 282 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #3606 among its holdings.

129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Integrated Wealth Concepts held 282 shares of WisdomTree US AI Enhanced Value Fund worth $37K as of Q2 2026.
WisdomTree US AI Enhanced Value Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3606 holding.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.