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Key Financial Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Key Financial 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 		$241K Buy
1,839
+1
+0.1% +$124 0.04% 275
2026
Q1 		$213K Hold
1,838
– – 0.04% 285
2025
Q4 		$211K Buy
1,838
+1
+0.1% +$114 0.04% 281
2025
Q3 		$210K Hold
1,837
– – 0.04% 281
2025
Q2 		$208K Sell
1,837
-205
-10% -$22.1K 0.04% 274
2025
Q1 		$224K Sell
2,042
-216
-10% -$23.7K 0.05% 247
2024
Q4 		$240K Buy
2,258
+1
+0% +$111 0.05% 229
2024
Q3 		$251K Buy
2,257
+1
+0% +$106 0.06% 222
2024
Q2 		$225K Buy
2,256
+1
+0% +$100 0.05% 229
2024
Q1 		$230K Hold
2,255
– – 0.06% 215
2023
Q4 		$216K Buy
2,255
+1
+0% +$90 0.06% 213
2023
Q3 		$201K Sell
2,254
-52
-2% -$4.87K 0.07% 202
2023
Q2 		$216K Buy
2,306
+1
+0% +$91 0.07% 198
2023
Q1 		$211K Sell
2,305
-59
-2% -$5.49K 0.08% 188
2022
Q4 		$193K Hold
2,364
– – 0.09% 168
2022
Q3 		$193K Buy
2,364
+1
+0% +$91 0.09% 170
2022
Q2 		$212K Buy
2,363
+2
+0.1% +$190 0.11% 143
2022
Q1 		$234K Hold
2,361
– – 0.12% 140
2021
Q4 		$239K Buy
2,361
+1
+0% +$98 0.12% 135
2021
Q3 		$222K Buy
2,360
+1
+0% +$97 0.13% 139
2021
Q2 		$229K Sell
2,359
-44
-2% -$4.31K 0.13% 140
2021
Q1 		$227K Hold
2,403
– – 0.15% 127
2020
Q4 		$201K Buy
+2,403
New +$193K 0.15% 122
2020
Q2 		– Sell
-2,435
Closed -$159K – 113
2020
Q1 		$159K Buy
2,435
+2
+0.1% +$166 0.16% 109
2019
Q4 		$225K Buy
+2,433
New +$217K 0.21% 99

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

Key Financial Inc's AIVL Position: Q2 2026 in Review

Key Financial Inc increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.05% in Q2 2026, buying an estimated $124 and bringing the position to 1,839 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #275.

Key Financial Inc first reported a position in AIVL in Q4 2019 and has held it in 25 quarters since. The position peaked at $251K in Q3 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Key Financial Inc held 1,839 shares of WisdomTree US AI Enhanced Value Fund worth $241K as of Q2 2026.
  • Key Financial Inc bought 1 WisdomTree US AI Enhanced Value Fund share in Q2 2026, an estimated $124.
  • WisdomTree US AI Enhanced Value Fund made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #275 holding.
  • Key Financial Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's WisdomTree US AI Enhanced Value Fund position peaked at $251K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.