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Kelman-Lazarov Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Kelman-Lazarov Inc’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 		$838K Sell
6,387
-12
-0.2% -$1.49K 0.11% 75
2026
Q1 		$740K Sell
6,399
-21
-0.3% -$2.5K 0.11% 78
2025
Q4 		$738K Sell
6,420
-12
-0.2% -$1.37K 0.11% 75
2025
Q3 		$735K Hold
6,432
– – 0.11% 71
2025
Q2 		$727K Sell
6,432
-52
-0.8% -$5.61K 0.12% 63
2025
Q1 		$712K Buy
6,484
+15
+0.2% +$1.65K 0.13% 61
2024
Q4 		$689K Hold
6,469
– – 0.12% 61
2024
Q3 		$720K Sell
6,469
-39
-0.6% -$4.13K 0.12% 60
2024
Q2 		$649K Sell
6,508
-523
-7% -$52.3K 0.12% 59
2024
Q1 		$716K Hold
7,031
– – 0.14% 56
2023
Q4 		$674K Hold
7,031
– – 0.15% 54
2023
Q3 		$625K Hold
7,031
– – 0.15% 54
2023
Q2 		$658K Sell
7,031
-1,000
-12% -$91.1K 0.16% 53
2023
Q1 		$736K Sell
8,031
-199
-2% -$18.5K 0.19% 51
2022
Q4 		$756K Hold
8,230
– – 0.21% 47
2022
Q3 		$672K Sell
8,230
-35
-0.4% -$3.2K 0.23% 39
2022
Q2 		$733K Sell
8,265
-167
-2% -$15.8K 0.25% 36
2022
Q1 		$835K Sell
8,432
-50
-0.6% -$4.93K 0.28% 34
2021
Q4 		$858K Hold
8,482
– – 0.28% 35
2021
Q3 		$797K Hold
8,482
– – 0.28% 36
2021
Q2 		$825K Sell
8,482
-864
-9% -$84.6K 0.29% 34
2021
Q1 		$881K Sell
9,346
-218
-2% -$19.3K 0.31% 35
2020
Q4 		$801K Hold
9,564
– – 0.31% 35
2020
Q3 		$721K Sell
9,564
-42
-0.4% -$3.2K 0.33% 35
2020
Q2 		$708K Sell
9,606
-420
-4% -$30.1K 0.33% 33
2020
Q1 		$648K Sell
10,026
-98
-1% -$8.13K 0.35% 34
2019
Q4 		$936K Sell
10,124
-76
-0.7% -$6.78K 0.42% 38
2019
Q3 		$892K Hold
10,200
– – 0.44% 40
2019
Q2 		$875K Sell
10,200
-25
-0.2% -$2.12K 0.45% 40
2019
Q1 		$874K Hold
10,225
– – 0.46% 41
2018
Q4 		$787K Sell
10,225
-658
-6% -$55.6K 0.49% 47
2018
Q3 		$984K Sell
10,883
-730
-6% -$65.6K 0.58% 48
2018
Q2 		$1.01M Hold
11,613
– – 0.54% 53
2018
Q1 		$982K Sell
11,613
-100
-0.9% -$8.83K 0.53% 56
2017
Q4 		$1.03M Sell
11,713
-38
-0.3% -$3.29K 0.53% 55
2017
Q3 		$991K Hold
11,751
– – 0.52% 55
2017
Q2 		$967K Sell
11,751
-62
-0.5% -$5.09K 0.53% 60
2017
Q1 		$975K Hold
11,813
– – 0.63% 51
2016
Q4 		$949K Sell
11,813
-225
-2% -$17.7K 0.54% 54
2016
Q3 		$931K Buy
12,038
+100
+0.8% +$7.86K 0.53% 56
2016
Q2 		$923K Sell
11,938
-200
-2% -$15K 0.53% 57
2016
Q1 		$917K Buy
+12,138
New +$853K 0.54% 55

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 $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

Kelman-Lazarov Inc's AIVL Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.19% in Q2 2026, selling an estimated $1.49K and leaving 6,387 shares worth $838K. The position accounts for 0.11% of the portfolio, ranked #75.

Kelman-Lazarov Inc first reported a position in AIVL in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.03M in Q4 2017. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Kelman-Lazarov Inc held 6,387 shares of WisdomTree US AI Enhanced Value Fund worth $838K as of Q2 2026.
  • Kelman-Lazarov Inc sold 12 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $1.49K.
  • WisdomTree US AI Enhanced Value Fund made up 0.11% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #75 holding.
  • Kelman-Lazarov Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2016 and has held it in 42 quarters since.
  • Kelman-Lazarov Inc's WisdomTree US AI Enhanced Value Fund position peaked at $1.03M in Q4 2017.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.