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

Quaker 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
2025
Q2 		– Sell
-226
Closed -$24.8K – 896
2025
Q1 		$24.8K Buy
+226
New +$24.8K 0.01% 221

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

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

Quaker Wealth Management held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 226 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #208.

Quaker Wealth Management first reported a position in AIVL in Q2 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Quaker Wealth Management held 226 shares of WisdomTree US AI Enhanced Value Fund worth $29.6K as of Q2 2026.
  • Quaker Wealth Management 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 Quaker Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Quaker Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.