Raymond James Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Raymond James Financial’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Buy	4,812 +590	+14%	+$33.5K	﹤0.01%	4877
2026 Q1	$229K	Sell	4,222 -672	-14%	-$36.7K	﹤0.01%	4823
2025 Q4	$254K	Buy	4,894 +21	+0.4%	+$1.06K	﹤0.01%	4670
2025 Q3	$242K	Sell	4,873 -310	-6%	-$15.3K	﹤0.01%	4523
2025 Q2	$250K	Buy	5,183 +121	+2%	+$5.6K	﹤0.01%	4405
2025 Q1	$222K	Sell	5,062 -659	-12%	-$27.7K	﹤0.01%	4369
2024 Q4	$225K	Buy	+5,721	New	+$236K	﹤0.01%	4335

Other funds holding AIVI

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Raymond James Financial's AIVI Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 14% in Q2 2026, buying an estimated $33.5K and bringing the position to 4,812 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #4877.

Raymond James Financial first reported a position in AIVI in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Raymond James Financial held 4,812 shares of WisdomTree International AI Enhanced Value Fund worth $271K as of Q2 2026.
Raymond James Financial bought 590 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $33.5K.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4877 holding.
Raymond James Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.