Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Northwestern Mutual Wealth Management’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 		$145K Buy
+1,103
New +$137K ﹤0.01% 2123
2026
Q1 		– Sell
-87
Closed -$10K – 4125
2025
Q4 		$10K Hold
87
– – ﹤0.01% 2994
2025
Q3 		$9.94K Sell
87
-2,516
-97% -$286K ﹤0.01% 2912
2025
Q2 		$294K Hold
2,603
– – ﹤0.01% 1591
2025
Q1 		$286K Buy
2,603
+2,600
+86,667% +$286K ﹤0.01% 1526
2024
Q4 		$320 Sell
3
-74
-96% -$8.2K ﹤0.01% 3422
2024
Q3 		$8.57K Buy
+77
New +$8.14K ﹤0.01% 2735
2023
Q2 		– Sell
-960
Closed -$88K – 3338
2023
Q1 		$88K Hold
960
– – ﹤0.01% 1728
2022
Q4 		$88.1K Sell
960
-40
-4% -$3.6K ﹤0.01% 1710
2022
Q3 		$82K Hold
1,000
– – ﹤0.01% 1707
2022
Q2 		$89K Hold
1,000
– – ﹤0.01% 1692
2022
Q1 		$99K Sell
1,000
-687
-41% -$67.7K ﹤0.01% 1705
2021
Q4 		$171K Buy
1,687
+1,393
+474% +$136K ﹤0.01% 1505
2021
Q3 		$27K Hold
294
– – ﹤0.01% 2101
2021
Q2 		$28K Sell
294
-134
-31% -$13.1K ﹤0.01% 2054
2021
Q1 		$40K Buy
428
+134
+46% +$11.9K ﹤0.01% 1815
2020
Q4 		$25K Sell
294
-325
-53% -$26.1K ﹤0.01% 1879
2020
Q3 		$47K Hold
619
– – ﹤0.01% 1526
2020
Q2 		$46K Hold
619
– – ﹤0.01% 1466
2020
Q1 		$40K Sell
619
-2,079
-77% -$172K ﹤0.01% 1473
2019
Q4 		$250K Buy
2,698
+8
+0.3% +$714 ﹤0.01% 869
2019
Q3 		$235K Buy
2,690
+2,079
+340% +$178K ﹤0.01% 833
2019
Q2 		$52K Sell
611
-371
-38% -$31.5K ﹤0.01% 1361
2019
Q1 		$84K Hold
982
– – ﹤0.01% 1157
2018
Q4 		$76K Sell
982
-2,628
-73% -$222K ﹤0.01% 1082
2018
Q3 		$326K Hold
3,610
– – ﹤0.01% 674
2018
Q2 		$314K Buy
3,610
+129
+4% +$11.1K ﹤0.01% 649
2018
Q1 		$294K Buy
3,481
+216
+7% +$19.1K ﹤0.01% 646
2017
Q4 		$289K Sell
3,265
-1,044
-24% -$90.3K ﹤0.01% 622
2017
Q3 		$363K Buy
4,309
+150
+4% +$12.4K ﹤0.01% 546
2017
Q2 		$342K Buy
4,159
+866
+26% +$71.2K ﹤0.01% 553
2017
Q1 		$271K Buy
3,293
+1,162
+55% +$95.3K ﹤0.01% 583
2016
Q4 		$171K Sell
2,131
-631
-23% -$49.8K ﹤0.01% 677
2016
Q3 		$217K Buy
2,762
+345
+14% +$27.1K ﹤0.01% 599
2016
Q2 		$187K Buy
2,417
+371
+18% +$27.9K ﹤0.01% 602
2016
Q1 		$154K Buy
2,046
+1,817
+793% +$128K ﹤0.01% 607
2015
Q4 		$16K Buy
+229
New +$16.3K ﹤0.01% 1060
2014
Q3 		– Sell
-83
Closed -$6K – 1316
2014
Q2 		$6K Buy
+83
New +$5.97K ﹤0.01% 970

Other funds holding AIVL

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
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

Northwestern Mutual Wealth Management's AIVL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 1,103 shares worth $145K. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in AIVL as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in AIVL in Q2 2014 and has held it in 38 quarters since. The position peaked at $363K in Q3 2017. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,103 shares of WisdomTree US AI Enhanced Value Fund worth $145K as of Q2 2026.
  • WisdomTree US AI Enhanced Value Fund was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2123 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2014 and has held it in 38 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $363K in Q3 2017.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.