Simplex Trading’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Simplex Trading’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	$67.7K	Buy	516 +414	+406%	+$51.5K	﹤0.01%	5984
2026 Q1	$11.8K	Buy	+102	New	+$12.2K	﹤0.01%	7212
2022 Q4	–	Sell	-37	Closed	-$3K	–	9092
2022 Q3	$3K	Buy	+37	New	+$3.38K	﹤0.01%	9036
2022 Q2	–	Sell	-100	Closed	-$9K	–	9839
2022 Q1	$9K	Buy	+100	New	+$9.85K	﹤0.01%	8936
2020 Q3	–	Sell	-95	Closed	-$7K	–	7701
2020 Q2	$7K	Buy	+95	New	+$6.8K	﹤0.01%	6801
2015 Q3	–	Sell	-85	Closed	-$6K	–	5435
2015 Q2	$6K	Buy	85 +38	+81%	+$2.89K	﹤0.01%	3474
2015 Q1	$3K	Buy	+47	New	+$3.58K	﹤0.01%	3793

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

Simplex Trading's AIVL Position: Q2 2026 in Review

Simplex Trading increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 406% in Q2 2026, buying an estimated $51.5K and bringing the position to 516 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5984.

Simplex Trading first reported a position in AIVL in Q1 2015 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Simplex Trading held 516 shares of WisdomTree US AI Enhanced Value Fund worth $67.7K as of Q2 2026.
Simplex Trading bought 414 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $51.5K.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5984 holding.
Simplex Trading first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2015 and has held it in 7 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.