UBS Group
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UBS Group’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-6,995
Closed -$347K – 10451
2025
Q3 		$347K Sell
6,995
-4,675
-40% -$231K ﹤0.01% 6342
2025
Q2 		$562K Sell
11,670
-803
-6% -$37.2K ﹤0.01% 5909
2025
Q1 		$547K Buy
12,473
+1,245
+11% +$52.3K ﹤0.01% 5780
2024
Q4 		$442K Buy
+11,228
New +$463K ﹤0.01% 5930
2024
Q2 		– Sell
-12
Closed -$492 – 9475
2024
Q1 		$492 Sell
12
-1,406
-99% -$56.5K ﹤0.01% 8520
2023
Q4 		$57.4K Buy
1,418
+685
+93% +$26.2K ﹤0.01% 6465
2023
Q3 		$27.5K Buy
733
+557
+316% +$21.7K ﹤0.01% 6633
2023
Q2 		$6.86K Buy
176
+75
+74% +$2.98K ﹤0.01% 7333
2023
Q1 		$3.92K Sell
101
-591
-85% -$22.7K ﹤0.01% 8260
2022
Q4 		$25K Sell
692
-512
-43% -$17.5K ﹤0.01% 7421
2022
Q3 		$37K Sell
1,204
-426
-26% -$14.8K ﹤0.01% 6626
2022
Q2 		$58K Sell
1,630
-63,350
-97% -$2.44M ﹤0.01% 5792
2022
Q1 		$2.61M Sell
64,980
-25,920
-29% -$1.07M ﹤0.01% 3176
2021
Q4 		$3.8M Sell
90,900
-18,024
-17% -$745K ﹤0.01% 3134
2021
Q3 		$4.44M Buy
108,924
+3,745
+4% +$162K ﹤0.01% 2794
2021
Q2 		$4.55M Sell
105,179
-124
-0.1% -$5.44K ﹤0.01% 2778
2021
Q1 		$4.47M Sell
105,303
-388
-0.4% -$16.3K ﹤0.01% 2734
2020
Q4 		$4.27M Sell
105,691
-2,795
-3% -$107K ﹤0.01% 2615
2020
Q3 		$3.9M Buy
108,486
+2,514
+2% +$92.4K ﹤0.01% 2429
2020
Q2 		$3.77M Sell
105,972
-4,224
-4% -$143K ﹤0.01% 2273
2020
Q1 		$3.47M Sell
110,196
-3,312
-3% -$127K ﹤0.01% 2251
2019
Q4 		$4.84M Sell
113,508
-809
-0.7% -$33.8K ﹤0.01% 2629
2019
Q3 		$4.62M Sell
114,317
-2,754
-2% -$111K ﹤0.01% 2460
2019
Q2 		$4.81M Sell
117,071
-695
-0.6% -$28.4K ﹤0.01% 2358
2019
Q1 		$4.85M Sell
117,766
-9,049
-7% -$364K ﹤0.01% 2229
2018
Q4 		$4.81M Buy
126,815
+11,326
+10% +$449K ﹤0.01% 2186
2018
Q3 		$4.86M Sell
115,489
-11,352
-9% -$480K ﹤0.01% 2374
2018
Q2 		$5.31M Buy
126,841
+5,251
+4% +$229K ﹤0.01% 2295
2018
Q1 		$5.27M Buy
121,590
+12,595
+12% +$554K ﹤0.01% 2256
2017
Q4 		$4.73M Buy
108,995
+3,838
+4% +$165K ﹤0.01% 2404
2017
Q3 		$4.49M Sell
105,157
-3,047
-3% -$128K ﹤0.01% 2310
2017
Q2 		$4.42M Buy
108,204
+18,763
+21% +$765K ﹤0.01% 2257
2017
Q1 		$3.56M Buy
89,441
+11,368
+15% +$441K ﹤0.01% 2398
2016
Q4 		$2.92M Sell
78,073
-1,679
-2% -$62.8K ﹤0.01% 2580
2016
Q3 		$3.11M Buy
79,752
+7,013
+10% +$271K ﹤0.01% 2445
2016
Q2 		$2.75M Buy
72,739
+10,251
+16% +$393K ﹤0.01% 2498
2016
Q1 		$2.39M Buy
62,488
+3,370
+6% +$124K ﹤0.01% 2523
2015
Q4 		$2.25M Sell
59,118
-1,757
-3% -$69.4K ﹤0.01% 2680
2015
Q3 		$2.32M Buy
60,875
+1,110
+2% +$45.8K ﹤0.01% 2605
2015
Q2 		$2.54M Buy
59,765
+992
+2% +$45K ﹤0.01% 2741
2015
Q1 		$2.58M Buy
58,773
+7,795
+15% +$343K ﹤0.01% 2696
2014
Q4 		$2.19M Buy
+50,978
New +$2.29M ﹤0.01% 2818

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group's AIVI Position: Q4 2025 in Review

UBS Group sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q4 2025, closing a stake of 6,995 shares — an estimated $347K sold.

UBS Group first reported a position in AIVI in Q4 2014 and held it in 42 quarters. The position peaked at $5.31M in Q2 2018. 33 funds tracked by Wall St. Rank hold AIVI as of Q4 2025.

  • UBS Group reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 6,995 WisdomTree International AI Enhanced Value Fund shares in Q4 2025, an estimated $347K.
  • UBS Group first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2014 and held it in 42 quarters.
  • UBS Group's WisdomTree International AI Enhanced Value Fund position peaked at $5.31M in Q2 2018.
  • 33 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.