Morgan Stanley
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Morgan Stanley’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Morgan Stanley’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 		$10.6M Sell
80,689
-69
-0.1% -$8.58K ﹤0.01% 3639
2026
Q1 		$9.34M Buy
80,758
+1,294
+2% +$154K ﹤0.01% 3620
2025
Q4 		$9.14M Sell
79,464
-1,004
-1% -$114K ﹤0.01% 3684
2025
Q3 		$9.2M Buy
80,468
+6,880
+9% +$781K ﹤0.01% 3619
2025
Q2 		$8.32M Sell
73,588
-21,252
-22% -$2.29M ﹤0.01% 3602
2025
Q1 		$10.4M Sell
94,840
-1,934
-2% -$212K ﹤0.01% 3304
2024
Q4 		$10.3M Sell
96,774
-1,016
-1% -$113K ﹤0.01% 3382
2024
Q3 		$10.9M Sell
97,790
-4,272
-4% -$452K ﹤0.01% 3363
2024
Q2 		$10.2M Sell
102,062
-998
-1% -$99.9K ﹤0.01% 3312
2024
Q1 		$10.5M Buy
103,060
+23,179
+29% +$2.25M ﹤0.01% 3308
2023
Q4 		$7.66M Buy
79,881
+16
+0% +$1.44K ﹤0.01% 3577
2023
Q3 		$7.1M Sell
79,865
-576
-0.7% -$53.9K ﹤0.01% 3437
2023
Q2 		$7.52M Sell
80,441
-2,547
-3% -$232K ﹤0.01% 3442
2023
Q1 		$7.61M Sell
82,988
-9,039
-10% -$841K ﹤0.01% 3395
2022
Q4 		$8.45M Sell
92,027
-188
-0.2% -$16.9K ﹤0.01% 3241
2022
Q3 		$7.53M Sell
92,215
-1,498
-2% -$137K ﹤0.01% 3269
2022
Q2 		$8.32M Sell
93,713
-3,383
-3% -$321K ﹤0.01% 3259
2022
Q1 		$9.62M Sell
97,096
-7,535
-7% -$742K ﹤0.01% 2945
2021
Q4 		$10.6M Sell
104,631
-1,651
-2% -$161K ﹤0.01% 2894
2021
Q3 		$9.99M Sell
106,282
-4,820
-4% -$468K ﹤0.01% 2887
2021
Q2 		$10.8M Sell
111,102
-9,336
-8% -$914K ﹤0.01% 2886
2021
Q1 		$11.4M Sell
120,438
-30,578
-20% -$2.71M ﹤0.01% 2517
2020
Q4 		$12.6M Sell
151,016
-21,327
-12% -$1.71M ﹤0.01% 2273
2020
Q3 		$13M Sell
172,343
-3,037
-2% -$231K ﹤0.01% 1808
2020
Q2 		$12.9M Sell
175,380
-16,291
-8% -$1.17M ﹤0.01% 1749
2020
Q1 		$12.4M Buy
191,671
+36,975
+24% +$3.07M ﹤0.01% 1623
2019
Q4 		$14.3M Sell
154,696
-3,643
-2% -$325K ﹤0.01% 2000
2019
Q3 		$13.8M Sell
158,339
-2,407
-1% -$206K ﹤0.01% 1808
2019
Q2 		$13.8M Sell
160,746
-4,169
-3% -$354K ﹤0.01% 1818
2019
Q1 		$14.1M Sell
164,915
-7,654
-4% -$637K ﹤0.01% 1717
2018
Q4 		$13.3M Sell
172,569
-50,636
-23% -$4.28M ﹤0.01% 1821
2018
Q3 		$20.2M Buy
223,205
+1,820
+0.8% +$164K 0.01% 1673
2018
Q2 		$19.2M Sell
221,385
-8,963
-4% -$773K 0.01% 1678
2018
Q1 		$19.5M Sell
230,348
-40,011
-15% -$3.53M 0.01% 1678
2017
Q4 		$23.9M Buy
270,359
+5,810
+2% +$502K 0.01% 1520
2017
Q3 		$22.3M Sell
264,549
-10,476
-4% -$867K 0.01% 1480
2017
Q2 		$22.6M Sell
275,025
-20,803
-7% -$1.71M 0.01% 1419
2017
Q1 		$24.4M Buy
295,828
+827
+0.3% +$67.8K 0.01% 1395
2016
Q4 		$23.7M Sell
295,001
-7,334
-2% -$578K 0.01% 1384
2016
Q3 		$23.8M Buy
302,335
+392
+0.1% +$30.8K 0.01% 1328
2016
Q2 		$23.3M Sell
301,943
-30,239
-9% -$2.27M 0.01% 1307
2016
Q1 		$25.1M Sell
332,182
-12,389
-4% -$871K 0.01% 1182
2015
Q4 		$24.2M Sell
344,571
-17,200
-5% -$1.23M 0.01% 1256
2015
Q3 		$24.3M Sell
361,771
-142,355
-28% -$10.1M 0.01% 1231
2015
Q2 		$37.1M Sell
504,126
-332,882
-40% -$25.3M 0.01% 1040
2015
Q1 		$63.5M Sell
837,008
-31,748
-4% -$2.42M 0.02% 715
2014
Q4 		$66.6M Buy
868,756
+23,577
+3% +$1.76M 0.02% 700
2014
Q3 		$62M Buy
845,179
+320,367
+61% +$23.6M 0.02% 725
2014
Q2 		$38.8M Buy
524,812
+59,853
+13% +$4.31M 0.02% 948
2014
Q1 		$32.7M Sell
464,959
-55,025
-11% -$3.74M 0.01% 1005
2013
Q4 		$35.8M Sell
519,984
-6,553
-1% -$436K 0.02% 931
2013
Q3 		$33.5M Buy
526,537
+9,567
+2% +$613K 0.02% 888
2013
Q2 		$32.2M Buy
+516,970
New +$32.5M 0.02% 871

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's AIVL Position: Q2 2026 in Review

Morgan Stanley reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.09% in Q2 2026, selling an estimated $8.58K and leaving 80,689 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Morgan Stanley first reported a position in AIVL in Q2 2013 and has held it in 53 quarters since. The position peaked at $66.6M in Q4 2014. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Morgan Stanley held 80,689 shares of WisdomTree US AI Enhanced Value Fund worth $10.6M as of Q2 2026.
  • Morgan Stanley sold 69 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $8.58K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3639 holding.
  • Morgan Stanley first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's WisdomTree US AI Enhanced Value Fund position peaked at $66.6M in Q4 2014.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.