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Steigerwald Gordon & Koch’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Steigerwald Gordon & Koch’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 		$219K Hold
1,671
– – 0.02% 141
2026
Q1 		$193K Hold
1,671
– – 0.02% 140
2025
Q4 		$192K Hold
1,671
– – 0.02% 149
2025
Q3 		$191K Buy
+1,671
New +$190K 0.02% 140

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

Steigerwald Gordon & Koch's AIVL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q2 2026 at 1,671 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #141.

Steigerwald Gordon & Koch first reported a position in AIVL in Q3 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,671 shares of WisdomTree US AI Enhanced Value Fund worth $219K as of Q2 2026.
  • Steigerwald Gordon & Koch left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #141 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.