Stifel Financial
AIVL icon

Stifel Financial’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Stifel Financial’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 		$327K Buy
2,496
+3
+0.1% +$373 ﹤0.01% 3237
2026
Q1 		$288K Buy
2,493
+1
+0% +$119 ﹤0.01% 3210
2025
Q4 		$286K Sell
2,492
-22
-0.9% -$2.51K ﹤0.01% 3189
2025
Q3 		$287K Sell
2,514
-23
-0.9% -$2.61K ﹤0.01% 3135
2025
Q2 		$287K Buy
2,537
+2
+0.1% +$216 ﹤0.01% 3074
2025
Q1 		$278K Buy
2,535
+2
+0.1% +$220 ﹤0.01% 3018
2024
Q4 		$270K Buy
2,533
+289
+13% +$32K ﹤0.01% 3009
2024
Q3 		$250K Sell
2,244
-606
-21% -$64.1K ﹤0.01% 3048
2024
Q2 		$284K Sell
2,850
-143
-5% -$14.3K ﹤0.01% 2941
2024
Q1 		$305K Buy
2,993
+631
+27% +$61.3K ﹤0.01% 2902
2023
Q4 		$227K Buy
+2,362
New +$212K ﹤0.01% 3007
2023
Q3 		– Sell
-2,201
Closed -$206K – 3278
2023
Q2 		$206K Buy
+2,201
New +$200K ﹤0.01% 3040
2020
Q3 		– Sell
-3,439
Closed -$253K – 2881
2020
Q2 		$253K Buy
+3,439
New +$246K ﹤0.01% 2465
2016
Q1 		– Sell
-6,205
Closed -$436K – 2235
2015
Q4 		$436K Sell
6,205
-1,114
-15% -$79.4K ﹤0.01% 1741
2015
Q3 		$492K Sell
7,319
-1,077
-13% -$76.7K ﹤0.01% 1565
2015
Q2 		$618K Buy
8,396
+60
+0.7% +$4.57K ﹤0.01% 1574
2015
Q1 		$633K Sell
8,336
-41,634
-83% -$3.17M ﹤0.01% 1498
2014
Q4 		$3.83M Buy
49,970
+1,368
+3% +$102K 0.02% 661
2014
Q3 		$3.57M Buy
48,602
+1,229
+3% +$90.4K 0.03% 582
2014
Q2 		$3.5M Buy
47,373
+39,030
+468% +$2.81M 0.03% 581
2014
Q1 		$586K Buy
+8,343
New +$567K 0.01% 1350

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

Stifel Financial's AIVL Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.12% in Q2 2026, buying an estimated $373 and bringing the position to 2,496 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

Stifel Financial first reported a position in AIVL in Q1 2014 and has held it in 21 quarters since. The position peaked at $3.83M in Q4 2014. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Stifel Financial held 2,496 shares of WisdomTree US AI Enhanced Value Fund worth $327K as of Q2 2026.
  • Stifel Financial bought 3 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $373.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3237 holding.
  • Stifel Financial first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2014 and has held it in 21 quarters since.
  • Stifel Financial's WisdomTree US AI Enhanced Value Fund position peaked at $3.83M in Q4 2014.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

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