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Kestra Advisory Services’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Kestra Advisory Services’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,590
Closed -$135K – 3146
2025
Q4 		$135K Buy
+2,590
New +$131K ﹤0.01% 3208
2025
Q2 		– Sell
-7
Closed -$307 – 2819
2025
Q1 		$307 Buy
+7
New +$294 ﹤0.01% 2743

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kestra Advisory Services's AIVI Position: Q1 2026 in Review

Kestra Advisory Services sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2026, closing a stake of 2,590 shares — an estimated $135K sold.

Kestra Advisory Services first reported a position in AIVI in Q1 2025 and held it in 2 quarters. The position peaked at $135K in Q4 2025. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • Kestra Advisory Services reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,590 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $135K.
  • Kestra Advisory Services first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's WisdomTree International AI Enhanced Value Fund position peaked at $135K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.