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Virginia Estate & Retirement Planning Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Virginia Estate & Retirement Planning 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 		$6.59K Buy
+162
New +$20.2K 0.01% 137

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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
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WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's AIVL Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2026: 162 shares worth $6.59K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings.

129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 162 shares of WisdomTree US AI Enhanced Value Fund worth $6.59K as of Q2 2026.
  • WisdomTree US AI Enhanced Value Fund was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • WisdomTree US AI Enhanced Value Fund made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #137 holding.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.