Royal Bank of Canada
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Royal Bank of Canada’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Royal Bank of Canada’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
2025
Q4 		– Sell
-420
Closed -$21K – 7122
2025
Q3 		$21K Sell
420
-1,635
-80% -$80.7K ﹤0.01% 6185
2025
Q2 		$99K Hold
2,055
– – ﹤0.01% 5612
2025
Q1 		$90K Sell
2,055
-1,860
-48% -$78.2K ﹤0.01% 5287
2024
Q4 		$154K Hold
3,915
– – ﹤0.01% 5029
2024
Q3 		$171K Buy
3,915
+2,070
+112% +$86.4K ﹤0.01% 4941
2024
Q2 		$73K Sell
1,845
-230
-11% -$9.38K ﹤0.01% 5450
2024
Q1 		$85K Sell
2,075
-555
-21% -$22.3K ﹤0.01% 5271
2023
Q4 		$106K Sell
2,630
-490
-16% -$18.8K ﹤0.01% 5586
2023
Q3 		$117K Buy
3,120
+200
+7% +$7.79K ﹤0.01% 5274
2023
Q2 		$113K Hold
2,920
– – ﹤0.01% 5230
2023
Q1 		$113K Hold
2,920
– – ﹤0.01% 5083
2022
Q4 		$105K Sell
2,920
-46,867
-94% -$1.6M ﹤0.01% 5402
2022
Q3 		$1.52M Buy
49,787
+17,498
+54% +$608K ﹤0.01% 3077
2022
Q2 		$1.15M Buy
32,289
+7,823
+32% +$301K ﹤0.01% 3371
2022
Q1 		$981K Buy
24,466
+15,731
+180% +$650K ﹤0.01% 3655
2021
Q4 		$365K Sell
8,735
-360
-4% -$14.9K ﹤0.01% 4757
2021
Q3 		$371K Sell
9,095
-2,846
-24% -$123K ﹤0.01% 4598
2021
Q2 		$517K Buy
11,941
+144
+1% +$6.32K ﹤0.01% 4241
2021
Q1 		$500K Sell
11,797
-14,215
-55% -$599K ﹤0.01% 4176
2020
Q4 		$1.05M Buy
26,012
+12,699
+95% +$485K ﹤0.01% 3442
2020
Q3 		$480K Sell
13,313
-19,589
-60% -$720K ﹤0.01% 3897
2020
Q2 		$1.17M Sell
32,902
-12,237
-27% -$415K ﹤0.01% 3039
2020
Q1 		$1.42M Buy
45,139
+25,124
+126% +$965K ﹤0.01% 2749
2019
Q4 		$854K Buy
20,015
+3,334
+20% +$139K ﹤0.01% 3566
2019
Q3 		$673K Sell
16,681
-1,986
-11% -$80.1K ﹤0.01% 3646
2019
Q2 		$767K Sell
18,667
-94,707
-84% -$3.88M ﹤0.01% 3531
2019
Q1 		$4.67M Buy
113,374
+84,081
+287% +$3.39M ﹤0.01% 2065
2018
Q4 		$1.11M Buy
29,293
+20,871
+248% +$828K ﹤0.01% 3076
2018
Q3 		$354K Buy
8,422
+3,100
+58% +$131K ﹤0.01% 4118
2018
Q2 		$223K Buy
5,322
+178
+3% +$7.78K ﹤0.01% 4343
2018
Q1 		$223K Sell
5,144
-2,415
-32% -$106K ﹤0.01% 4261
2017
Q4 		$328K Sell
7,559
-66
-0.9% -$2.84K ﹤0.01% 4105
2017
Q3 		$325K Buy
7,625
+491
+7% +$20.6K ﹤0.01% 4141
2017
Q2 		$291K Buy
7,134
+160
+2% +$6.53K ﹤0.01% 4086
2017
Q1 		$277K Sell
6,974
-9,911
-59% -$384K ﹤0.01% 4123
2016
Q4 		$632K Buy
16,885
+8,067
+91% +$302K ﹤0.01% 3549
2016
Q3 		$344K Sell
8,818
-100
-1% -$3.86K ﹤0.01% 4028
2016
Q2 		$338K Hold
8,918
– – ﹤0.01% 4013
2016
Q1 		$342K Sell
8,918
-2,526
-22% -$92.7K ﹤0.01% 3953
2015
Q4 		$435K Buy
11,444
+2,104
+23% +$83.1K ﹤0.01% 3910
2015
Q3 		$356K Sell
9,340
-10,134
-52% -$418K ﹤0.01% 3852
2015
Q2 		$829K Buy
19,474
+456
+2% +$20.7K ﹤0.01% 3085
2015
Q1 		$834K Sell
19,018
-36,642
-66% -$1.61M ﹤0.01% 3043
2014
Q4 		$2.4M Buy
55,660
+10,757
+24% +$484K ﹤0.01% 2193
2014
Q3 		$2.1M Buy
44,903
+30,276
+207% +$1.5M ﹤0.01% 2264
2014
Q2 		$741K Sell
14,627
-206
-1% -$10.4K ﹤0.01% 3075
2014
Q1 		$730K Sell
14,833
-101,991
-87% -$4.86M ﹤0.01% 3039
2013
Q4 		$5.56M Sell
116,824
-46,747
-29% -$2.18M ﹤0.01% 1587
2013
Q3 		$7.44M Buy
163,571
+34,085
+26% +$1.47M 0.01% 1304
2013
Q2 		$5.19M Buy
+129,486
New +$5.55M ﹤0.01% 1427

Other funds holding AIVI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $20.7B AUM 19.76% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada's AIVI Position: Q4 2025 in Review

Royal Bank of Canada sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025, closing a stake of 420 shares — an estimated $21K sold.

Royal Bank of Canada first reported a position in AIVI in Q2 2013 and held it in 50 quarters. The position peaked at $7.44M in Q3 2013. 33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

  • Royal Bank of Canada reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 420 WisdomTree International AI Enhanced Value Fund shares in Q4 2025, an estimated $21K.
  • Royal Bank of Canada first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2013 and held it in 50 quarters.
  • Royal Bank of Canada's WisdomTree International AI Enhanced Value Fund position peaked at $7.44M in Q3 2013.
  • 33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on Royal Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.