Mercer Global Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Mercer Global Advisors’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	$750K	Buy	5,722 +277	+5%	+$34.5K	﹤0.01%	1974
2026 Q1	$630K	Sell	5,445 -291	-5%	-$34.7K	﹤0.01%	1831
2025 Q4	$660K	Sell	5,736 -33	-0.6%	-$3.76K	﹤0.01%	1687
2025 Q3	$659K	Sell	5,769 -1,010	-15%	-$115K	﹤0.01%	1586
2025 Q2	$766K	Sell	6,779 -11,634	-63%	-$1.26M	﹤0.01%	1344
2025 Q1	$2.02M	Sell	18,413 -2,156	-10%	-$237K	﹤0.01%	836
2024 Q4	$2.19M	Sell	20,569 -70	-0.3%	-$7.75K	0.01%	795
2024 Q3	$2.29M	Sell	20,639 -178	-0.9%	-$18.8K	0.01%	746
2024 Q2	$2.08M	Sell	20,817 -136	-0.6%	-$13.6K	0.01%	713
2024 Q1	$2.13M	Sell	20,953 -2,541	-11%	-$247K	0.01%	708
2023 Q4	$2.25M	Sell	23,494 -2,165	-8%	-$195K	0.01%	707
2023 Q3	$2.28M	Sell	25,659 -277	-1%	-$25.9K	0.01%	666
2023 Q2	$2.43M	Sell	25,936 -5,597	-18%	-$510K	0.01%	668
2023 Q1	$2.89M	Sell	31,533 -1,102	-3%	-$103K	0.01%	583
2022 Q4	$3M	Sell	32,635 -43	-0.1%	-$3.88K	0.02%	571
2022 Q3	$2.67M	Sell	32,678 -7,369	-18%	-$673K	0.02%	554
2022 Q2	$3.55M	Buy	40,047 +1,071	+3%	+$101K	0.02%	464
2022 Q1	$3.86M	Sell	38,976 -3,852	-9%	-$379K	0.02%	461
2021 Q4	$4.33M	Sell	42,828 -232	-0.5%	-$22.6K	0.03%	411
2021 Q3	$4.05M	Sell	43,060 -97,717	-69%	-$9.49M	0.03%	411
2021 Q2	$13.7M	Sell	140,777 -4,256	-3%	-$417K	0.11%	149
2021 Q1	$13.7M	Sell	145,033 -1,647	-1%	-$146K	0.12%	132
2020 Q4	$12.3M	Sell	146,680 -1,120	-0.8%	-$90K	0.15%	101
2020 Q3	$11.1M	Buy	147,800 +847	+0.6%	+$64.5K	0.17%	96
2020 Q2	$10.8M	Sell	146,953 -2,036	-1%	-$146K	0.2%	74
2020 Q1	$9.62M	Buy	148,989 +488	+0.3%	+$40.5K	0.21%	89
2019 Q4	$13.7M	Sell	148,501 -1,605	-1%	-$143K	0.27%	75
2019 Q3	$13.1M	Sell	150,106 -1,368	-0.9%	-$117K	0.31%	68
2019 Q2	$13M	Sell	151,474 -20,690	-12%	-$1.76M	0.34%	66
2019 Q1	$14.7M	Buy	+172,164	New	+$14.3M	0.53%	42

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

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

Mercer Global Advisors increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 5.1% in Q2 2026, buying an estimated $34.5K and bringing the position to 5,722 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Mercer Global Advisors first reported a position in AIVL in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.7M in Q1 2019. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Mercer Global Advisors held 5,722 shares of WisdomTree US AI Enhanced Value Fund worth $750K as of Q2 2026.
Mercer Global Advisors bought 277 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $34.5K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1974 holding.
Mercer Global Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $14.7M in Q1 2019.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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