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MLP3 LLC’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

MLP3 LLC’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
Q1 		$435K Hold
3,762
– – 0.48% 47
2025
Q4 		$433K Buy
+3,762
New +$429K 0.47% 49

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

MLP3 LLC's AIVL Position: Q1 2026 in Review

MLP3 LLC held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2026 at 3,762 shares worth $435K. The position accounts for 0.48% of the portfolio, ranked #47.

MLP3 LLC first reported a position in AIVL in Q4 2025 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • MLP3 LLC held 3,762 shares of WisdomTree US AI Enhanced Value Fund worth $435K as of Q1 2026.
  • MLP3 LLC left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.48% of MLP3 LLC's portfolio in Q1 2026, its #47 holding.
  • MLP3 LLC first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.