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Spire Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Spire Wealth Management’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 		$55.8K Hold
991
– – ﹤0.01% 1153
2026
Q1 		$53.6K Hold
991
– – ﹤0.01% 1150
2025
Q4 		$51.5K Sell
991
-1,213
-55% -$61.3K ﹤0.01% 1176
2025
Q3 		$109K Hold
2,204
– – ﹤0.01% 958
2025
Q2 		$106K Hold
2,204
– – ﹤0.01% 944
2025
Q1 		$96.6K Sell
2,204
-527
-19% -$22.2K ﹤0.01% 1050
2024
Q4 		$108K Hold
2,731
– – ﹤0.01% 1007
2024
Q3 		$120K Buy
2,731
+1,093
+67% +$45.6K ﹤0.01% 855
2024
Q2 		$64.5K Sell
1,638
-1,093
-40% -$44.6K ﹤0.01% 1029
2024
Q1 		$112K Hold
2,731
– – ﹤0.01% 959
2023
Q4 		$108K Hold
2,731
– – ﹤0.01% 977
2023
Q3 		$103K Hold
2,731
– – ﹤0.01% 943
2023
Q2 		$107K Sell
2,731
-376
-12% -$14.9K ﹤0.01% 951
2023
Q1 		$121K Buy
3,107
+1,213
+64% +$46.6K ﹤0.01% 900
2022
Q4 		$68K Hold
1,894
– – ﹤0.01% 879
2022
Q3 		$58K Sell
1,894
-1,213
-39% -$42.1K ﹤0.01% 897
2022
Q2 		$110K Sell
3,107
-2,449
-44% -$94.4K ﹤0.01% 998
2022
Q1 		$223K Hold
5,556
– – 0.01% 843
2021
Q4 		$233K Sell
5,556
-2,430
-30% -$100K 0.01% 1027
2021
Q3 		$326K Hold
7,986
– – 0.01% 724
2021
Q2 		$345K Hold
7,986
– – 0.01% 728
2021
Q1 		$339K Buy
+7,986
New +$336K 0.01% 802

Other funds holding AIVI

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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Spire Wealth Management's AIVI Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q2 2026 at 991 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Spire Wealth Management first reported a position in AIVI in Q1 2021 and has held it in 22 quarters since. The position peaked at $345K in Q2 2021. 7 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • Spire Wealth Management held 991 shares of WisdomTree International AI Enhanced Value Fund worth $55.8K as of Q2 2026.
  • Spire Wealth Management left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1153 holding.
  • Spire Wealth Management first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's WisdomTree International AI Enhanced Value Fund position peaked at $345K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.