Morgan Stanley
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Morgan Stanley’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Morgan Stanley’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
Q1 		$3.11M Sell
57,385
-16,263
-22% -$889K ﹤0.01% 4453
2025
Q4 		$3.83M Buy
73,648
+3,689
+5% +$186K ﹤0.01% 4377
2025
Q3 		$3.47M Buy
69,959
+8,842
+14% +$436K ﹤0.01% 4425
2025
Q2 		$2.94M Buy
61,117
+11,243
+23% +$521K ﹤0.01% 4460
2025
Q1 		$2.19M Sell
49,874
-403
-0.8% -$16.9K ﹤0.01% 4545
2024
Q4 		$1.98M Sell
50,277
-1,573
-3% -$64.9K ﹤0.01% 4698
2024
Q3 		$2.27M Sell
51,850
-247
-0.5% -$10.3K ﹤0.01% 4554
2024
Q2 		$2.05M Sell
52,097
-5,009
-9% -$204K ﹤0.01% 4544
2024
Q1 		$2.34M Sell
57,106
-67,884
-54% -$2.73M ﹤0.01% 4481
2023
Q4 		$5.06M Buy
124,990
+64,415
+106% +$2.47M ﹤0.01% 4368
2023
Q3 		$2.28M Sell
60,575
-2,452
-4% -$95.5K ﹤0.01% 4309
2023
Q2 		$2.46M Sell
63,027
-1,236
-2% -$49.1K ﹤0.01% 4288
2023
Q1 		$2.5M Sell
64,263
-7,848
-11% -$302K ﹤0.01% 4317
2022
Q4 		$2.6M Sell
72,111
-6,950
-9% -$237K ﹤0.01% 4285
2022
Q3 		$2.41M Sell
79,061
-22,420
-22% -$779K ﹤0.01% 4293
2022
Q2 		$3.61M Sell
101,481
-12,867
-11% -$496K ﹤0.01% 4047
2022
Q1 		$4.59M Sell
114,348
-4,206
-4% -$174K ﹤0.01% 3778
2021
Q4 		$4.96M Buy
118,554
+5,272
+5% +$218K ﹤0.01% 3728
2021
Q3 		$4.62M Buy
113,282
+7,823
+7% +$338K ﹤0.01% 3807
2021
Q2 		$4.56M Buy
105,459
+16,429
+18% +$721K ﹤0.01% 3877
2021
Q1 		$3.78M Buy
89,030
+12,444
+16% +$524K ﹤0.01% 3703
2020
Q4 		$3.1M Buy
76,586
+1,749
+2% +$66.8K ﹤0.01% 3778
2020
Q3 		$2.69M Buy
74,837
+12,640
+20% +$464K ﹤0.01% 3383
2020
Q2 		$2.21M Sell
62,197
-3,042
-5% -$103K ﹤0.01% 3508
2020
Q1 		$2.05M Sell
65,239
-69,758
-52% -$2.68M ﹤0.01% 3346
2019
Q4 		$5.75M Buy
134,997
+29,218
+28% +$1.22M ﹤0.01% 3040
2019
Q3 		$4.27M Sell
105,779
-25,321
-19% -$1.02M ﹤0.01% 3034
2019
Q2 		$5.39M Sell
131,100
-3,058
-2% -$125K ﹤0.01% 2849
2019
Q1 		$5.52M Sell
134,158
-4,235
-3% -$171K ﹤0.01% 2611
2018
Q4 		$5.25M Sell
138,393
-1,217
-0.9% -$48.3K ﹤0.01% 2859
2018
Q3 		$5.87M Buy
139,610
+5,392
+4% +$228K ﹤0.01% 3015
2018
Q2 		$5.62M Buy
134,218
+188
+0.1% +$8.21K ﹤0.01% 3022
2018
Q1 		$5.81M Buy
134,030
+4,597
+4% +$202K ﹤0.01% 2866
2017
Q4 		$5.62M Sell
129,433
-12,104
-9% -$520K ﹤0.01% 2998
2017
Q3 		$6.04M Buy
141,537
+4,229
+3% +$177K ﹤0.01% 2754
2017
Q2 		$5.6M Buy
137,308
+2,926
+2% +$119K ﹤0.01% 2724
2017
Q1 		$5.34M Sell
134,382
-15,345
-10% -$595K ﹤0.01% 2794
2016
Q4 		$5.6M Sell
149,727
-34,941
-19% -$1.31M ﹤0.01% 2869
2016
Q3 		$7.19M Buy
184,668
+17,656
+11% +$682K ﹤0.01% 2314
2016
Q2 		$6.32M Sell
167,012
-23,857
-12% -$914K ﹤0.01% 2389
2016
Q1 		$7.31M Sell
190,869
-26,577
-12% -$975K ﹤0.01% 2147
2015
Q4 		$8.27M Sell
217,446
-6,372
-3% -$252K ﹤0.01% 2166
2015
Q3 		$8.53M Sell
223,818
-43,576
-16% -$1.8M ﹤0.01% 2124
2015
Q2 		$11.4M Sell
267,394
-7,592
-3% -$344K ﹤0.01% 1988
2015
Q1 		$12.1M Buy
274,986
+12,846
+5% +$565K ﹤0.01% 1879
2014
Q4 		$11.3M Sell
262,140
-238,175
-48% -$10.7M ﹤0.01% 1948
2014
Q3 		$23.4M Sell
500,315
-26,717
-5% -$1.32M 0.01% 1310
2014
Q2 		$26.7M Buy
527,032
+254,222
+93% +$12.8M 0.01% 1199
2014
Q1 		$13.4M Sell
272,810
-42,863
-14% -$2.04M 0.01% 1715
2013
Q4 		$15M Sell
315,673
-19,781
-6% -$923K 0.01% 1585
2013
Q3 		$15.3M Sell
335,454
-40,008
-11% -$1.72M 0.01% 1446
2013
Q2 		$15.1M Buy
+375,462
New +$16.1M 0.01% 1387

Other funds holding AIVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley's AIVI Position: Q1 2026 in Review

Morgan Stanley reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 22% in Q1 2026, selling an estimated $889K and leaving 57,385 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

Morgan Stanley first reported a position in AIVI in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.7M in Q2 2014. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • Morgan Stanley held 57,385 shares of WisdomTree International AI Enhanced Value Fund worth $3.11M as of Q1 2026.
  • Morgan Stanley sold 16,263 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $889K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4453 holding.
  • Morgan Stanley first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree International AI Enhanced Value Fund position peaked at $26.7M in Q2 2014.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.