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Jaffetilchin Investment Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$10.4M Buy
90,139
+277
+0.3% +$33K 0.62% 33
2025
Q4 		$10.3M Buy
89,862
+428
+0.5% +$48.8K 0.6% 32
2025
Q3 		$10.2M Buy
89,434
+368
+0.4% +$41.8K 0.61% 32
2025
Q2 		$10.1M Buy
89,066
+368
+0.4% +$39.7K 0.66% 29
2025
Q1 		$9.74M Buy
88,698
+288
+0.3% +$31.6K 0.71% 30
2024
Q4 		$9.42M Buy
88,410
+506
+0.6% +$56.1K 0.68% 30
2024
Q3 		$9.78M Buy
87,904
+460
+0.5% +$48.7K 0.74% 29
2024
Q2 		$8.73M Buy
87,444
+502
+0.6% +$50.2K 0.75% 29
2024
Q1 		$8.85M Buy
86,942
+427
+0.5% +$41.5K 0.79% 30
2023
Q4 		$8.3M Buy
86,515
+555
+0.6% +$49.9K 0.81% 29
2023
Q3 		$7.65M Buy
85,960
+693
+0.8% +$64.9K 0.84% 31
2023
Q2 		$7.98M Buy
85,267
+517
+0.6% +$47.1K 0.84% 29
2023
Q1 		$7.77M Buy
84,750
+405
+0.5% +$37.7K 0.88% 26
2022
Q4 		$7.74M Buy
84,345
+584
+0.7% +$52.6K 0.95% 25
2022
Q3 		$6.84M Buy
83,761
+573
+0.7% +$52.3K 0.88% 27
2022
Q2 		$7.38M Buy
83,188
+395
+0.5% +$37.4K 0.87% 28
2022
Q1 		$7.67M Hold
82,793
– – 0.9% 25
2021
Q4 		$8.37M Hold
82,793
– – 0.79% 29
2021
Q3 		$7.78M Sell
82,793
-82,793
-50% -$8.04M 0.83% 26
2021
Q2 		$15M Buy
165,586
+82,793
+100% +$8.1M 1.03% 17
2021
Q1 		$7.81M Hold
82,793
– – 0.92% 25
2020
Q4 		$6.93M Sell
82,793
-325
-0.4% -$26.1K 0.98% 21
2020
Q3 		$6.27M Buy
83,118
+3
+0% +$229 1.16% 19
2020
Q2 		$6.13M Sell
83,115
-1,637
-2% -$117K 1.35% 15
2020
Q1 		$5.47M Sell
84,752
-551
-0.6% -$45.7K 1.93% 11
2019
Q4 		$7.89M Buy
85,303
+25
+0% +$2.23K 1.7% 12
2019
Q3 		$7.46M Buy
85,278
+22
+0% +$1.89K 1.78% 12
2019
Q2 		$7.31M Buy
85,256
+24
+0% +$2.04K 1.7% 12
2019
Q1 		$7.29M Buy
85,232
+466
+0.5% +$38.8K 1.62% 11
2018
Q4 		$6.53M Buy
84,766
+289
+0.3% +$24.4K 1.63% 11
2018
Q3 		$7.64M Buy
84,477
+819
+1% +$73.6K 1.61% 15
2018
Q2 		$7.27M Buy
83,658
+234
+0.3% +$20.2K 1.62% 14
2018
Q1 		$7.05M Buy
83,424
+1,707
+2% +$151K 1.58% 14
2017
Q4 		$7.22M Sell
81,717
-606
-0.7% -$52.4K 2.4% 9
2017
Q3 		$6.94M Buy
82,323
+1,487
+2% +$123K 1.64% 12
2017
Q2 		$6.65M Sell
80,836
-143
-0.2% -$11.7K 2.25% 10
2017
Q1 		$6.68M Buy
80,979
+645
+0.8% +$52.9K 1.7% 13
2016
Q4 		$6.45M Buy
80,334
+716
+0.9% +$56.5K 1.92% 12
2016
Q3 		$6.26M Buy
79,618
+670
+0.8% +$52.7K 1.99% 12
2016
Q2 		$6.09M Buy
78,948
+630
+0.8% +$47.3K 1.85% 14
2016
Q1 		$5.91M Buy
78,318
+534
+0.7% +$37.5K 1.87% 15
2015
Q4 		$5.47M Buy
77,784
+820
+1% +$58.4K 1.77% 14
2015
Q3 		$5.17M Sell
76,964
-980
-1% -$69.8K 1.93% 11
2015
Q2 		$5.73M Buy
77,944
+627
+0.8% +$47.7K 1.72% 11
2015
Q1 		$5.87M Buy
77,317
+431
+0.6% +$32.8K 1.78% 10
2014
Q4 		$5.9M Buy
76,886
+728
+1% +$54.5K 1.98% 10
2014
Q3 		$5.59M Buy
76,158
+629
+0.8% +$46.3K 2.05% 11
2014
Q2 		$5.58M Sell
75,529
-562
-0.7% -$40.4K 1.99% 12
2014
Q1 		$5.34M Buy
76,091
+382
+0.5% +$26K 2.09% 12
2013
Q4 		$5.21M Sell
75,709
-128
-0.2% -$8.52K 2.57% 8
2013
Q3 		$4.83M Buy
75,837
+829
+1% +$53.1K 2.82% 5
2013
Q2 		$4.67M Buy
+75,008
New +$4.72M 3.23% 4

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Jaffetilchin Investment Partners's AIVL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.31% in Q1 2026, buying an estimated $33K and bringing the position to 90,139 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #33.

Jaffetilchin Investment Partners first reported a position in AIVL in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q2 2021. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Jaffetilchin Investment Partners held 90,139 shares of WisdomTree US AI Enhanced Value Fund worth $10.4M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 277 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $33K.
  • WisdomTree US AI Enhanced Value Fund made up 0.62% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #33 holding.
  • Jaffetilchin Investment Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 52 quarters since.
  • Jaffetilchin Investment Partners's WisdomTree US AI Enhanced Value Fund position peaked at $15M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.