UBS Group
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UBS Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

UBS Group’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
2016
Q4 		– Sell
-300
Closed -$24K – 7749
2016
Q3 		$24K Buy
+300
New +$23.6K ﹤0.01% 6139

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

UBS Group's AIVL Position: Q2 2026 in Review

UBS Group reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 66% in Q2 2026, selling an estimated $40.7K and leaving 171 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8090.

UBS Group first reported a position in AIVL in Q4 2014 and has held it in 47 quarters since. The position peaked at $37.8M in Q4 2014. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • UBS Group held 171 shares of WisdomTree US AI Enhanced Value Fund worth $22.4K as of Q2 2026.
  • UBS Group sold 327 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $40.7K.
  • WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8090 holding.
  • UBS Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's WisdomTree US AI Enhanced Value Fund position peaked at $37.8M in Q4 2014.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.