MYIA
AIVL icon

Mount Yale Investment Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-362
Closed -$40.9K – 698
2025
Q2 		$40.9K Buy
+362
New +$39.1K ﹤0.01% 870

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 $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's AIVL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2025, closing a stake of 362 shares — an estimated $40.9K sold.

Mount Yale Investment Advisors first reported a position in AIVL in Q2 2025 and held it in 1 quarter. The position peaked at $40.9K in Q2 2025. 116 funds tracked by Wall St. Rank hold AIVL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 362 WisdomTree US AI Enhanced Value Fund shares in Q3 2025, an estimated $40.9K.
  • Mount Yale Investment Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $40.9K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.