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

Rossby 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 		– Sell
-815
Closed -$44.7K – 2150
2026
Q1 		$44.7K Hold
815
– – 0.01% 765
2025
Q4 		$42.4K Buy
+815
New +$41.2K 0.01% 578

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Rossby Financial's AIVI Position: Q2 2026 in Review

Rossby Financial sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q2 2026, closing a stake of 815 shares — an estimated $44.7K sold.

Rossby Financial first reported a position in AIVI in Q4 2025 and held it in 2 quarters. The position peaked at $44.7K in Q1 2026. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Rossby Financial reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 815 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $44.7K.
  • Rossby Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2025 and held it in 2 quarters.
  • Rossby Financial's WisdomTree International AI Enhanced Value Fund position peaked at $44.7K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.