Royal Bank of Canada
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Royal Bank of Canada’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Royal Bank of Canada’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
2026
Q1 		$2.87M Sell
24,802
-10,967
-31% -$1.31M ﹤0.01% 2836
2025
Q4 		$4.11M Sell
35,769
-3,674
-9% -$419K ﹤0.01% 2584
2025
Q3 		$4.51M Buy
39,443
+11,311
+40% +$1.28M ﹤0.01% 2755
2025
Q2 		$3.18M Sell
28,132
-7,691
-21% -$830K ﹤0.01% 2937
2025
Q1 		$3.93M Buy
35,823
+9,411
+36% +$1.03M ﹤0.01% 2452
2024
Q4 		$2.81M Sell
26,412
-100
-0.4% -$11.1K ﹤0.01% 2769
2024
Q3 		$2.95M Sell
26,512
-119
-0.4% -$12.6K ﹤0.01% 2712
2024
Q2 		$2.66M Sell
26,631
-4,176
-14% -$418K ﹤0.01% 2692
2024
Q1 		$3.14M Sell
30,807
-579
-2% -$56.2K ﹤0.01% 2564
2023
Q4 		$3.01M Sell
31,386
-1,780
-5% -$160K ﹤0.01% 2694
2023
Q3 		$2.95M Buy
33,166
+9,277
+39% +$869K ﹤0.01% 2517
2023
Q2 		$2.23M Sell
23,889
-16,756
-41% -$1.53M ﹤0.01% 2749
2023
Q1 		$3.73M Buy
40,645
+255
+0.6% +$23.7K ﹤0.01% 2312
2022
Q4 		$3.71M Sell
40,390
-10,774
-21% -$971K ﹤0.01% 2369
2022
Q3 		$4.18M Buy
51,164
+23,565
+85% +$2.15M ﹤0.01% 2221
2022
Q2 		$2.45M Buy
27,599
+2,984
+12% +$283K ﹤0.01% 2700
2022
Q1 		$2.44M Sell
24,615
-5,284
-18% -$521K ﹤0.01% 2876
2021
Q4 		$3.02M Sell
29,899
-596
-2% -$58.1K ﹤0.01% 2791
2021
Q3 		$2.87M Sell
30,495
-846
-3% -$82.2K ﹤0.01% 2783
2021
Q2 		$3.05M Sell
31,341
-10,647
-25% -$1.04M ﹤0.01% 2696
2021
Q1 		$3.96M Buy
41,988
+14,425
+52% +$1.28M ﹤0.01% 2418
2020
Q4 		$2.31M Buy
27,563
+2,938
+12% +$236K ﹤0.01% 2792
2020
Q3 		$1.86M Sell
24,625
-8,660
-26% -$660K ﹤0.01% 2742
2020
Q2 		$2.45M Sell
33,285
-28,021
-46% -$2.01M ﹤0.01% 2463
2020
Q1 		$3.96M Buy
61,306
+31,755
+107% +$2.63M ﹤0.01% 1976
2019
Q4 		$2.73M Buy
29,551
+10,116
+52% +$903K ﹤0.01% 2609
2019
Q3 		$1.7M Sell
19,435
-23,801
-55% -$2.04M ﹤0.01% 2896
2019
Q2 		$3.71M Sell
43,236
-41,332
-49% -$3.51M ﹤0.01% 2289
2019
Q1 		$7.23M Buy
84,568
+8,814
+12% +$733K ﹤0.01% 1738
2018
Q4 		$5.83M Sell
75,754
-750
-1% -$63.4K ﹤0.01% 1869
2018
Q3 		$6.92M Sell
76,504
-10,381
-12% -$933K ﹤0.01% 1868
2018
Q2 		$7.55M Sell
86,885
-13,291
-13% -$1.15M ﹤0.01% 1729
2018
Q1 		$8.47M Buy
100,176
+26,780
+36% +$2.37M ﹤0.01% 1647
2017
Q4 		$6.49M Sell
73,396
-16,291
-18% -$1.41M ﹤0.01% 1879
2017
Q3 		$7.56M Sell
89,687
-1,995
-2% -$165K ﹤0.01% 1717
2017
Q2 		$7.55M Sell
91,682
-7,074
-7% -$581K ﹤0.01% 1692
2017
Q1 		$8.15M Buy
98,756
+18,014
+22% +$1.48M ﹤0.01% 1601
2016
Q4 		$6.49M Buy
80,742
+2,967
+4% +$234K ﹤0.01% 1777
2016
Q3 		$6.11M Buy
77,775
+6,327
+9% +$497K ﹤0.01% 1781
2016
Q2 		$5.51M Sell
71,448
-5,071
-7% -$381K ﹤0.01% 1835
2016
Q1 		$5.77M Sell
76,519
-31,563
-29% -$2.22M ﹤0.01% 1732
2015
Q4 		$7.6M Buy
108,082
+31,334
+41% +$2.23M 0.01% 1613
2015
Q3 		$5.16M Sell
76,748
-25,473
-25% -$1.81M ﹤0.01% 1568
2015
Q2 		$7.52M Sell
102,221
-85,024
-45% -$6.47M 0.01% 1350
2015
Q1 		$14.2M Buy
187,245
+105,241
+128% +$8.02M 0.01% 1023
2014
Q4 		$6.29M Sell
82,004
-1,829
-2% -$137K ﹤0.01% 1510
2014
Q3 		$6.15M Sell
83,833
-738
-0.9% -$54.3K ﹤0.01% 1498
2014
Q2 		$6.25M Sell
84,571
-61,249
-42% -$4.41M ﹤0.01% 1489
2014
Q1 		$10.2M Buy
145,820
+65,576
+82% +$4.46M 0.01% 1145
2013
Q4 		$5.52M Sell
80,244
-84,117
-51% -$5.6M ﹤0.01% 1590
2013
Q3 		$10.5M Buy
164,361
+86,351
+111% +$5.53M 0.01% 1120
2013
Q2 		$4.86M Buy
+78,010
New +$4.91M ﹤0.01% 1475

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 $484M AUM 18.07% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Royal Bank of Canada's AIVL Position: Q1 2026 in Review

Royal Bank of Canada reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 31% in Q1 2026, selling an estimated $1.31M and leaving 24,802 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Royal Bank of Canada first reported a position in AIVL in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q1 2015. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Royal Bank of Canada held 24,802 shares of WisdomTree US AI Enhanced Value Fund worth $2.87M as of Q1 2026.
  • Royal Bank of Canada sold 10,967 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $1.31M.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2836 holding.
  • Royal Bank of Canada first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's WisdomTree US AI Enhanced Value Fund position peaked at $14.2M in Q1 2015.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.