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

Perfromance Wealth 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 Q2	$489K	Hold	3,727	–	–	0.01%	138
2026 Q1	$431K	Sell	3,727 -20	-0.5%	-$2.38K	0.01%	136
2025 Q4	$431K	Sell	3,747 -43	-1%	-$4.9K	0.01%	134
2025 Q3	$433K	Sell	3,790 -52	-1%	-$5.9K	0.01%	135
2025 Q2	$434K	Sell	3,842 -60	-2%	-$6.48K	0.01%	117
2025 Q1	$428K	Sell	3,902 -27	-0.7%	-$2.96K	0.02%	106
2024 Q4	$419K	Sell	3,929 -126	-3%	-$14K	0.01%	110
2024 Q3	$451K	Buy	4,055 +655	+19%	+$69.3K	0.02%	110
2024 Q2	$339K	Hold	3,400	–	–	0.01%	112
2024 Q1	$346K	Hold	3,400	–	–	0.01%	113
2023 Q4	$326K	Hold	3,400	–	–	0.01%	127
2023 Q3	$302K	Hold	3,400	–	–	0.01%	133
2023 Q2	$316K	Hold	3,400	–	–	0.01%	138
2023 Q1	$312K	Hold	3,400	–	–	0.02%	140
2022 Q4	$312K	Hold	3,400	–	–	0.02%	125
2022 Q3	$278K	Hold	3,400	–	–	0.02%	124
2022 Q2	$302K	Hold	3,400	–	–	0.02%	126
2022 Q1	$337K	Hold	3,400	–	–	0.01%	129
2021 Q4	$344K	Buy	+3,400	New	+$332K	0.01%	137

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Perfromance Wealth Partners's AIVL Position: Q2 2026 in Review

Perfromance Wealth Partners held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 3,727 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #138.

Perfromance Wealth Partners first reported a position in AIVL in Q4 2021 and has held it in 19 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Perfromance Wealth Partners held 3,727 shares of WisdomTree US AI Enhanced Value Fund worth $489K as of Q2 2026.
Perfromance Wealth Partners left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #138 holding.
Perfromance Wealth Partners first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 19 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.