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Spire Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Spire Wealth Management’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 		$377K Buy
2,874
+227
+9% +$28.2K 0.01% 616
2026
Q1 		$306K Hold
2,647
– – 0.01% 673
2025
Q4 		$304K Sell
2,647
-1,534
-37% -$175K 0.01% 675
2025
Q3 		$478K Buy
4,181
+1
+0% +$114 0.02% 540
2025
Q2 		$473K Hold
4,180
– – 0.02% 523
2025
Q1 		$459K Buy
4,180
+1
+0% +$110 0.01% 585
2024
Q4 		$445K Sell
4,179
-802
-16% -$88.8K 0.01% 581
2024
Q3 		$554K Buy
4,981
+2,338
+88% +$247K 0.02% 498
2024
Q2 		$264K Sell
2,643
-1,534
-37% -$153K 0.01% 648
2024
Q1 		$425K Buy
4,177
+1
+0% +$97 0.01% 563
2023
Q4 		$394K Hold
4,176
– – 0.01% 574
2023
Q3 		$371K Buy
4,176
+1
+0% +$94 0.01% 548
2023
Q2 		$390K Sell
4,175
-738
-15% -$67.2K 0.01% 551
2023
Q1 		$450K Buy
4,913
+2,042
+71% +$190K 0.02% 516
2022
Q4 		$264K Buy
2,871
+1
+0% +$90 0.01% 488
2022
Q3 		$234K Sell
2,870
-3,118
-52% -$285K 0.01% 490
2022
Q2 		$531K Sell
5,988
-1,754
-23% -$166K 0.02% 449
2022
Q1 		$767K Buy
7,742
+1
+0% +$99 0.02% 454
2021
Q4 		$783K Buy
7,741
+3
+0% +$293 0.02% 552
2021
Q3 		$727K Buy
7,738
+1
+0% +$97 0.02% 486
2021
Q2 		$752K Sell
7,737
-88
-1% -$8.61K 0.02% 495
2021
Q1 		$738K Buy
+7,825
New +$694K 0.02% 542

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

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

Spire Wealth Management increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 8.6% in Q2 2026, buying an estimated $28.2K and bringing the position to 2,874 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #616.

Spire Wealth Management first reported a position in AIVL in Q1 2021 and has held it in 22 quarters since. The position peaked at $783K in Q4 2021. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Spire Wealth Management held 2,874 shares of WisdomTree US AI Enhanced Value Fund worth $377K as of Q2 2026.
  • Spire Wealth Management bought 227 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $28.2K.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Spire Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $783K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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