Stifel Financial
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Stifel Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Stifel Financial’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
Q1 		$219K Buy
4,050
+51
+1% +$2.79K ﹤0.01% 3372
2025
Q4 		$208K Sell
3,999
-100
-2% -$5.05K ﹤0.01% 3364
2025
Q3 		$203K Buy
+4,099
New +$202K ﹤0.01% 3336
2024
Q2 		– Sell
-4,969
Closed -$204K – 3364
2024
Q1 		$204K Sell
4,969
-350
-7% -$14.1K ﹤0.01% 3091
2023
Q4 		$215K Buy
+5,319
New +$204K ﹤0.01% 3030
2023
Q3 		– Sell
-5,315
Closed -$207K – 3277
2023
Q2 		$207K Buy
+5,315
New +$211K ﹤0.01% 3030

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial's AIVI Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.3% in Q1 2026, buying an estimated $2.79K and bringing the position to 4,050 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Stifel Financial first reported a position in AIVI in Q2 2023 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q1 2026.

  • Stifel Financial held 4,050 shares of WisdomTree International AI Enhanced Value Fund worth $219K as of Q1 2026.
  • Stifel Financial bought 51 WisdomTree International AI Enhanced Value Fund shares in Q1 2026, an estimated $2.79K.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3372 holding.
  • Stifel Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2023 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.