RS Crum Inc’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

RS Crum Inc’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	$395K	Hold	3,415	–	–	0.08%	72
2025 Q4	$393K	Hold	3,415	–	–	0.08%	72
2025 Q3	$390K	Hold	3,415	–	–	0.09%	68
2025 Q2	$386K	Hold	3,415	–	–	0.09%	66
2025 Q1	$375K	Hold	3,415	–	–	0.1%	65
2024 Q4	$364K	Hold	3,415	–	–	0.09%	66
2024 Q3	$380K	Hold	3,415	–	–	0.09%	68
2024 Q2	$341K	Hold	3,415	–	–	0.09%	68
2024 Q1	$348K	Hold	3,415	–	–	0.09%	61
2023 Q4	$328K	Sell	3,415 -1,025	-23%	-$92.2K	0.1%	62
2023 Q3	$395K	Hold	4,440	–	–	0.14%	51
2023 Q2	$415K	Sell	4,440 -230	-5%	-$20.9K	0.15%	49
2023 Q1	$428K	Hold	4,670	–	–	0.16%	47
2022 Q4	$429K	Sell	4,670 -2,005	-30%	-$181K	0.2%	50
2022 Q3	$545K	Hold	6,675	–	–	0.29%	39
2022 Q2	$592K	Hold	6,675	–	–	0.3%	36
2022 Q1	$661K	Sell	6,675 -455	-6%	-$44.8K	0.37%	35
2021 Q4	$721K	Buy	+7,130	New	+$695K	0.4%	34

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

RS Crum Inc's AIVL Position: Q1 2026 in Review

RS Crum Inc held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q1 2026 at 3,415 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #72.

RS Crum Inc first reported a position in AIVL in Q4 2021 and has held it in 18 quarters since. The position peaked at $721K in Q4 2021. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

RS Crum Inc held 3,415 shares of WisdomTree US AI Enhanced Value Fund worth $395K as of Q1 2026.
RS Crum Inc left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q1 2026.
WisdomTree US AI Enhanced Value Fund made up 0.08% of RS Crum Inc's portfolio in Q1 2026, its #72 holding.
RS Crum Inc first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2021 and has held it in 18 quarters since.
RS Crum Inc's WisdomTree US AI Enhanced Value Fund position peaked at $721K in Q4 2021.
121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.