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
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

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
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 $71.6B AUM 21.08% 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 $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

Jones Financial Companies's AIVL Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 38% in Q1 2026, buying an estimated $37.3K and bringing the position to 1,141 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Jones Financial Companies first reported a position in AIVL in Q4 2020 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Jones Financial Companies held 1,141 shares of WisdomTree US AI Enhanced Value Fund worth $130K as of Q1 2026.
  • Jones Financial Companies bought 313 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $37.3K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2559 holding.
  • Jones Financial Companies first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2020 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.