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Merit Financial Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Merit Financial Group’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
1,841
+3
+0.2% +$373 ﹤0.01% 1972
2026
Q1 		$213K Buy
+1,838
New +$219K ﹤0.01% 1886

Other funds holding AIVL

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Merit Financial Group's AIVL Position: Q2 2026 in Review

Merit Financial Group increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.16% in Q2 2026, buying an estimated $373 and bringing the position to 1,841 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Merit Financial Group first reported a position in AIVL in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Merit Financial Group held 1,841 shares of WisdomTree US AI Enhanced Value Fund worth $241K as of Q2 2026.
  • Merit Financial Group bought 3 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $373.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1972 holding.
  • Merit Financial Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.