Mercer Global Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Mercer Global Advisors’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 Q2	$1.55K	Buy	+28	New	+$1.59K	﹤0.01%	5651

Other funds holding AIVI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $498M AUM 56.57% 1-Year Est. Return

Mercer Global Advisors's AIVI Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2026: 28 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #5651 among its holdings.

27 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Mercer Global Advisors held 28 shares of WisdomTree International AI Enhanced Value Fund worth $1.55K as of Q2 2026.
WisdomTree International AI Enhanced Value Fund was a new Mercer Global Advisors position in Q2 2026.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5651 holding.
27 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.