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 Q2	$225K	Sell	4,000 -50	-1%	-$2.84K	﹤0.01%	3450
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 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

Stifel Financial's AIVI Position: Q2 2026 in Review

Stifel Financial reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.2% in Q2 2026, selling an estimated $2.84K and leaving 4,000 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

Stifel Financial first reported a position in AIVI in Q2 2023 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

Stifel Financial held 4,000 shares of WisdomTree International AI Enhanced Value Fund worth $225K as of Q2 2026.
Stifel Financial sold 50 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $2.84K.
WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3450 holding.
Stifel Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q2 2023 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.