VestGen Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

VestGen Advisors’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	$468K	Sell	3,566 -3,566	-50%	-$444K	0.01%	694
2026 Q1	$886K	Buy	+7,132	New	+$850K	0.02%	494
2025 Q4	–	Sell	-3,566	Closed	-$408K	–	752
2025 Q3	$408K	Hold	3,566	–	–	0.01%	522
2025 Q2	$403K	Hold	3,566	–	–	0.02%	452
2025 Q1	$392K	Buy	+3,566	New	+$392K	0.02%	420

Other funds holding AIVL

NFW

Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

VestGen Advisors's AIVL Position: Q2 2026 in Review

VestGen Advisors reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 50% in Q2 2026, selling an estimated $444K and leaving 3,566 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #694.

VestGen Advisors first reported a position in AIVL in Q1 2025 and has held it in 5 quarters since. The position peaked at $886K in Q1 2026. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

VestGen Advisors held 3,566 shares of WisdomTree US AI Enhanced Value Fund worth $468K as of Q2 2026.
VestGen Advisors sold 3,566 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $444K.
WisdomTree US AI Enhanced Value Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #694 holding.
VestGen Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $886K in Q1 2026.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.