Jones Financial Companies
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Jones Financial Companies’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Jones Financial Companies’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 		$184K Buy
1,404
+263
+23% +$32.7K ﹤0.01% 2618
2026
Q1 		$130K Buy
1,141
+313
+38% +$37.3K ﹤0.01% 2559
2025
Q4 		$95.2K Buy
828
+162
+24% +$18.5K ﹤0.01% 2235
2025
Q3 		$75.7K Sell
666
-83
-11% -$9.42K ﹤0.01% 2193
2025
Q2 		$84.3K Buy
749
+73
+11% +$7.88K ﹤0.01% 2004
2025
Q1 		$73.7K Buy
676
+89
+15% +$9.77K ﹤0.01% 1908
2024
Q4 		$62.5K Buy
587
+2
+0.3% +$222 ﹤0.01% 1793
2024
Q3 		$65K Buy
585
+266
+83% +$28.1K ﹤0.01% 1547
2024
Q2 		$31.8K Buy
+319
New +$31.9K ﹤0.01% 1402
2021
Q1 		– Sell
-99
Closed -$8K – 779
2020
Q4 		$8K Buy
+99
New +$7.96K ﹤0.01% 449

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 $507M AUM 17.69% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 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

Jones Financial Companies's AIVL Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 23% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,404 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Jones Financial Companies first reported a position in AIVL in Q4 2020 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Jones Financial Companies held 1,404 shares of WisdomTree US AI Enhanced Value Fund worth $184K as of Q2 2026.
  • Jones Financial Companies bought 263 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $32.7K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2618 holding.
  • Jones Financial Companies first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.