Steward Partners Investment Advisory’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Steward Partners Investment Advisory’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	$14.1K	Sell	250 -1,259	-83%	-$71.5K	﹤0.01%	3562
2026 Q1	$81.7K	Sell	1,509 -150	-9%	-$8.2K	﹤0.01%	2492
2025 Q4	$86.2K	Hold	1,659	–	–	﹤0.01%	2377
2025 Q3	$82.3K	Hold	1,659	–	–	﹤0.01%	2342
2025 Q2	$79.9K	Buy	1,659 +300	+22%	+$13.9K	﹤0.01%	2238
2025 Q1	$59.6K	Hold	1,359	–	–	﹤0.01%	2292
2024 Q4	$53.5K	Buy	1,359 +400	+42%	+$16.5K	﹤0.01%	2296
2024 Q3	$42K	Hold	959	–	–	﹤0.01%	2323
2024 Q2	$37.7K	Hold	959	–	–	﹤0.01%	2238
2024 Q1	$39.3K	Hold	959	–	–	﹤0.01%	2222
2023 Q4	$38.8K	Buy	959 +100	+12%	+$3.83K	﹤0.01%	2100
2023 Q3	$32.3K	Hold	859	–	–	﹤0.01%	2104
2023 Q2	$33.5K	Hold	859	–	–	﹤0.01%	2051
2023 Q1	$33.4K	Hold	859	–	–	﹤0.01%	2037
2022 Q4	$31K	Sell	859 -100	-10%	-$3.42K	﹤0.01%	2029
2022 Q3	$29K	Hold	959	–	–	﹤0.01%	2036
2022 Q2	$34K	Hold	959	–	–	﹤0.01%	1976
2022 Q1	$38K	Hold	959	–	–	﹤0.01%	2052
2021 Q4	$40K	Hold	959	–	–	﹤0.01%	2010
2021 Q3	$39K	Hold	959	–	–	﹤0.01%	2009
2021 Q2	$41K	Hold	959	–	–	﹤0.01%	3725
2021 Q1	$40.7K	Hold	959	–	–	﹤0.01%	2086
2020 Q4	$39K	Sell	959 -300	-24%	-$11.5K	﹤0.01%	1778
2020 Q3	$45K	Hold	1,259	–	–	﹤0.01%	1543
2020 Q2	$45K	Hold	1,259	–	–	﹤0.01%	1451
2020 Q1	$39K	Hold	1,259	–	–	﹤0.01%	1357
2019 Q4	$53K	Hold	1,259	–	–	﹤0.01%	1362
2019 Q3	$50K	Hold	1,259	–	–	﹤0.01%	1344
2019 Q2	$51K	Buy	+1,259	New	+$51.5K	﹤0.01%	1325
2018 Q4	–	Sell	-1,259	Closed	-$53K	–	810
2018 Q3	$53K	Hold	1,259	–	–	﹤0.01%	1174
2018 Q2	$53K	Hold	1,259	–	–	﹤0.01%	1079
2018 Q1	$54K	Hold	1,259	–	–	﹤0.01%	976
2017 Q4	$54K	Hold	1,259	–	–	﹤0.01%	799
2017 Q3	$53K	Hold	1,259	–	–	0.01%	678
2017 Q2	$51K	Buy	+1,259	New	+$51.4K	0.01%	621

Other funds holding AIVI

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Steward Partners Investment Advisory's AIVI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 83% in Q2 2026, selling an estimated $71.5K and leaving 250 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Steward Partners Investment Advisory first reported a position in AIVI in Q2 2017 and has held it in 35 quarters since. The position peaked at $86.2K in Q4 2025. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Steward Partners Investment Advisory held 250 shares of WisdomTree International AI Enhanced Value Fund worth $14.1K as of Q2 2026.
Steward Partners Investment Advisory sold 1,259 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $71.5K.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3562 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2017 and has held it in 35 quarters since.
Steward Partners Investment Advisory's WisdomTree International AI Enhanced Value Fund position peaked at $86.2K in Q4 2025.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.