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

Perigon 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	$727K	Buy	5,540 +2	+0%	+$249	0.01%	710
2026 Q1	$641K	Buy	5,538 +2	+0%	+$238	0.01%	679
2025 Q4	$636K	Buy	5,536 +3	+0.1%	+$342	0.01%	688
2025 Q3	$632K	Sell	5,533 -347	-6%	-$39.4K	0.01%	656
2025 Q2	$665K	Sell	5,880 -63	-1%	-$6.8K	0.02%	594
2025 Q1	$653K	Hold	5,943	–	–	0.02%	564
2024 Q4	$648K	Buy	5,943 +1,786	+43%	+$198K	0.02%	570
2024 Q3	$463K	Buy	+4,157	New	+$440K	0.01%	643

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

Perigon Wealth Management's AIVL Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.04% in Q2 2026, buying an estimated $249 and bringing the position to 5,540 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #710.

Perigon Wealth Management first reported a position in AIVL in Q3 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Perigon Wealth Management held 5,540 shares of WisdomTree US AI Enhanced Value Fund worth $727K as of Q2 2026.
Perigon Wealth Management bought 2 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $249.
WisdomTree US AI Enhanced Value Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #710 holding.
Perigon Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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