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Steward Partners Investment Advisory’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$201K Buy
1,734
+1,410
+435% +$168K ﹤0.01% 2015
2025
Q4 		$37.3K Hold
324
– – ﹤0.01% 2825
2025
Q3 		$37K Hold
324
– – ﹤0.01% 2758
2025
Q2 		$36.6K Hold
324
– – ﹤0.01% 2633
2025
Q1 		$35.6K Sell
324
-132
-29% -$14.5K ﹤0.01% 2546
2024
Q4 		$48.6K Hold
456
– – ﹤0.01% 2352
2024
Q3 		$50.8K Buy
456
+234
+105% +$24.8K ﹤0.01% 2227
2024
Q2 		$22.2K Sell
222
-9
-4% -$901 ﹤0.01% 2484
2024
Q1 		$23.5K Hold
231
– – ﹤0.01% 2449
2023
Q4 		$22.2K Hold
231
– – ﹤0.01% 2352
2023
Q3 		$20.6K Buy
231
+40
+21% +$3.75K ﹤0.01% 2292
2023
Q2 		$17.9K Sell
191
-150
-44% -$13.7K ﹤0.01% 2347
2023
Q1 		$31.3K Buy
341
+41
+14% +$3.81K ﹤0.01% 2060
2022
Q4 		$27.5K Hold
300
– – ﹤0.01% 2092
2022
Q3 		$24K Buy
300
+150
+100% +$13.7K ﹤0.01% 2129
2022
Q2 		$13K Sell
150
-8,832
-98% -$837K ﹤0.01% 2400
2022
Q1 		$890K Sell
8,982
-18,964
-68% -$1.87M 0.01% 716
2021
Q4 		$2.83M Sell
27,946
-20,536
-42% -$2M 0.04% 390
2021
Q3 		$4.56M Sell
48,482
-197
-0.4% -$19.1K 0.08% 269
2021
Q2 		$4.73M Sell
48,679
-175
-0.4% -$17.1K 0.08% 259
2021
Q1 		$4.61M Buy
48,854
+456
+0.9% +$40.4K 0.08% 259
2020
Q4 		$4.05M Buy
48,398
+2,563
+6% +$206K 0.09% 232
2020
Q3 		$3.46M Buy
45,835
+26
+0.1% +$1.98K 0.09% 233
2020
Q2 		$3.38M Buy
45,809
+7,110
+18% +$509K 0.1% 219
2020
Q1 		$2.5M Buy
38,699
+29,833
+336% +$2.48M 0.09% 228
2019
Q4 		$820K Buy
+8,866
New +$791K 0.02% 507
2017
Q4 		– Sell
-170
Closed -$14K – 1857
2017
Q3 		$14K Buy
170
+1
+0.6% +$83 ﹤0.01% 1023
2017
Q2 		$13K Buy
+169
New +$13.9K ﹤0.01% 978

Other funds holding AIVL

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Steward Partners Investment Advisory's AIVL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 435% in Q1 2026, buying an estimated $168K and bringing the position to 1,734 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Steward Partners Investment Advisory first reported a position in AIVL in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.73M in Q2 2021. 121 funds tracked by Wall St. Rank hold AIVL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,734 shares of WisdomTree US AI Enhanced Value Fund worth $201K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,410 WisdomTree US AI Enhanced Value Fund shares in Q1 2026, an estimated $168K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2015 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2017 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's WisdomTree US AI Enhanced Value Fund position peaked at $4.73M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.