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Savant Capital’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Savant Capital’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 		$550K Buy
9,960
+4,980
+100% +$283K ﹤0.01% 1168
2026
Q1 		$270K Sell
4,980
-4,414
-47% -$241K ﹤0.01% 1235
2025
Q4 		$488K Buy
+9,394
New +$475K ﹤0.01% 847

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital's AIVI Position: Q2 2026 in Review

Savant Capital increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 100% in Q2 2026, buying an estimated $283K and bringing the position to 9,960 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Savant Capital first reported a position in AIVI in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Savant Capital held 9,960 shares of WisdomTree International AI Enhanced Value Fund worth $550K as of Q2 2026.
  • Savant Capital bought 4,980 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $283K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1168 holding.
  • Savant Capital first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.