Noble Family Wealth’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Noble Family Wealth’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	$10.2M	Sell	88,075 -750	-0.8%	-$89.4K	2.1%	14
2025 Q4	$10.2M	Sell	88,825 -217	-0.2%	-$24.7K	2.15%	14
2025 Q3	$10.2M	Hold	89,042	–	–	2.24%	14
2025 Q2	$10.1M	Buy	89,042 +7,540	+9%	+$814K	2.46%	14
2025 Q1	$8.95M	Sell	81,502 -195	-0.2%	-$21.4K	2.46%	14
2024 Q4	$8.7M	Sell	81,697 -1,811	-2%	-$201K	2.4%	15
2024 Q3	$9.29M	Sell	83,508 -123	-0.1%	-$13K	2.5%	15
2024 Q2	$8.35M	Sell	83,631 -474	-0.6%	-$47.4K	2.4%	15
2024 Q1	$8.56M	Sell	84,105 -375	-0.4%	-$36.4K	2.44%	15
2023 Q4	$8.1M	Sell	84,480 -75	-0.1%	-$6.74K	2.45%	14
2023 Q3	$7.52M	Hold	84,555	–	–	2.54%	14
2023 Q2	$7.91M	Sell	84,555 -88	-0.1%	-$8.02K	2.57%	14
2023 Q1	$7.76M	Buy	+84,643	New	+$7.88M	2.65%	14

Other funds holding AIVL

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Noble Family Wealth's AIVL Position: Q1 2026 in Review

Noble Family Wealth reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.84% in Q1 2026, selling an estimated $89.4K and leaving 88,075 shares worth $10.2M. The position accounts for 2.1% of the portfolio, ranked #14.

Noble Family Wealth first reported a position in AIVL in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2025. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

Noble Family Wealth held 88,075 shares of WisdomTree US AI Enhanced Value Fund worth $10.2M as of Q1 2026.
Noble Family Wealth sold 750 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $89.4K.
WisdomTree US AI Enhanced Value Fund made up 2.1% of Noble Family Wealth's portfolio in Q1 2026, its #14 holding.
Noble Family Wealth first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's WisdomTree US AI Enhanced Value Fund position peaked at $10.2M in Q4 2025.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.