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AIVL icon

&Partners’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

&Partners’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 		$336K Hold
2,903
– – ﹤0.01% 1919
2025
Q4 		$334K Hold
2,903
– – ﹤0.01% 1854
2025
Q3 		$332K Buy
2,903
+500
+21% +$56.8K ﹤0.01% 1692
2025
Q2 		$272K Hold
2,403
– – ﹤0.01% 1676
2025
Q1 		$262K Hold
2,403
– – ﹤0.01% 1480
2024
Q4 		$256K Hold
2,403
– – ﹤0.01% 1416
2024
Q3 		$267K Hold
2,403
– – 0.01% 1168
2024
Q2 		$240K Buy
2,403
+33
+1% +$3.3K 0.01% 789
2024
Q1 		$241K Hold
2,370
– – 0.03% 418
2023
Q4 		$227K Hold
2,370
– – 0.06% 250
2023
Q3 		$211K Sell
2,370
-33
-1% -$3.09K 0.1% 155
2023
Q2 		$225K Hold
2,403
– – 0.1% 156
2023
Q1 		$220K Sell
2,403
-100
-4% -$9.31K 0.11% 153
2022
Q4 		$230K Hold
2,503
– – 0.11% 153
2022
Q3 		$204K Hold
2,503
– – 0.12% 163
2022
Q2 		$222K Hold
2,503
– – 0.13% 158
2022
Q1 		$248K Hold
2,503
– – 0.14% 152
2021
Q4 		$253K Hold
2,503
– – 0.15% 147
2021
Q3 		$235K Hold
2,503
– – 0.15% 153
2021
Q2 		$243K Sell
2,503
-1,680
-40% -$164K 0.16% 146
2021
Q1 		$394K Hold
4,183
– – 0.29% 85
2020
Q4 		$350K Hold
4,183
– – 0.29% 80
2020
Q3 		$315K Hold
4,183
– – 0.32% 74
2020
Q2 		$308K Hold
4,183
– – 0.37% 71
2020
Q1 		$270K Sell
4,183
-100
-2% -$8.3K 0.42% 78
2019
Q4 		$396K Hold
4,283
– – 0.47% 68
2019
Q3 		$374K Sell
4,283
-147
-3% -$12.6K 0.49% 67
2019
Q2 		$380K Sell
4,430
-100
-2% -$8.5K 0.52% 64
2019
Q1 		$387K Sell
4,530
-800
-15% -$66.6K 0.55% 57
2018
Q4 		$410K Buy
+5,330
New +$450K 0.69% 47

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

&Partners's AIVL Position: Q1 2026 in Review

&Partners held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2026 at 2,903 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

&Partners first reported a position in AIVL in Q4 2018 and has held it in 30 quarters since. The position peaked at $410K in Q4 2018. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • &Partners held 2,903 shares of WisdomTree US AI Enhanced Value Fund worth $336K as of Q1 2026.
  • &Partners left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2026.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1919 holding.
  • &Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and has held it in 30 quarters since.
  • &Partners's WisdomTree US AI Enhanced Value Fund position peaked at $410K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.