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Sequent Planning’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Sequent Planning’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
Q2 		$272K Buy
2,077
+291
+16% +$36.2K 0.06% 234
2026
Q1 		$207K Buy
+1,786
New +$213K 0.05% 240
2025
Q4 		– Sell
-1,872
Closed -$214K – 228
2025
Q3 		$214K Sell
1,872
-79
-4% -$8.97K 0.06% 194
2025
Q2 		$221K Buy
+1,951
New +$211K 0.07% 154

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Sequent Planning's AIVL Position: Q2 2026 in Review

Sequent Planning increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 16% in Q2 2026, buying an estimated $36.2K and bringing the position to 2,077 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #234.

Sequent Planning first reported a position in AIVL in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Sequent Planning held 2,077 shares of WisdomTree US AI Enhanced Value Fund worth $272K as of Q2 2026.
  • Sequent Planning bought 291 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $36.2K.
  • WisdomTree US AI Enhanced Value Fund made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #234 holding.
  • Sequent Planning first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.