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International Assets Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

International Assets Investment 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 		$6.73K Hold
52
– – ﹤0.01% 1899
2026
Q1 		$6.02K Sell
52
-178
-77% -$21.2K ﹤0.01% 1807
2025
Q4 		$26.4K Buy
+230
New +$26.2K ﹤0.01% 1400
2024
Q3 		– Sell
-241
Closed -$24.1K – 1827
2024
Q2 		$24.1K Buy
+241
New +$24.1K ﹤0.01% 1424

Other funds holding AIVL

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
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
RSWA
Robinson Smith Wealth Advisors South Portland, Maine $167M AUM 21.12% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

International Assets Investment Management's AIVL Position: Q2 2026 in Review

International Assets Investment Management held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 52 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

International Assets Investment Management first reported a position in AIVL in Q2 2024 and has held it in 4 quarters since. The position peaked at $26.4K in Q4 2025. 48 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • International Assets Investment Management held 52 shares of WisdomTree US AI Enhanced Value Fund worth $6.73K as of Q2 2026.
  • International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #1899 holding.
  • International Assets Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's WisdomTree US AI Enhanced Value Fund position peaked at $26.4K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.