Principal Securities
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Principal Securities’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-150
Closed -$17.1K – 1401
2025
Q3 		$17.1K Buy
+150
New +$17K ﹤0.01% 2471

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 $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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Principal Securities's AIVL Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2025, closing a stake of 150 shares — an estimated $17.1K sold.

Principal Securities first reported a position in AIVL in Q3 2025 and held it in 1 quarter. The position peaked at $17.1K in Q3 2025. 118 funds tracked by Wall St. Rank hold AIVL as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 150 WisdomTree US AI Enhanced Value Fund shares in Q4 2025, an estimated $17.1K.
  • Principal Securities first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2025 and held it in 1 quarter.
  • Principal Securities's WisdomTree US AI Enhanced Value Fund position peaked at $17.1K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.