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

Waverly 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	$509K	Buy	3,882 +1	+0%	+$124	﹤0.01%	1167
2026 Q1	$449K	Sell	3,881 -56	-1%	-$6.68K	﹤0.01%	1136
2025 Q4	$453K	Sell	3,937 -238	-6%	-$27.1K	﹤0.01%	1051
2025 Q3	$477K	Sell	4,175 -50	-1%	-$5.68K	﹤0.01%	860
2025 Q2	$478K	Sell	4,225 -82	-2%	-$8.85K	0.01%	815
2025 Q1	$473K	Sell	4,307 -15	-0.3%	-$1.65K	0.01%	794
2024 Q4	$460K	Sell	4,322 -791	-15%	-$87.6K	0.01%	703
2024 Q3	$569K	Buy	5,113 +1	+0%	+$106	0.01%	554
2024 Q2	$510K	Sell	5,112 -514	-9%	-$51.4K	0.01%	577
2024 Q1	$573K	Buy	+5,626	New	+$546K	0.01%	454

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

Waverly Advisors's AIVL Position: Q2 2026 in Review

Waverly Advisors increased its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,882 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Waverly Advisors first reported a position in AIVL in Q1 2024 and has held it in 10 quarters since. The position peaked at $573K in Q1 2024. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

Waverly Advisors held 3,882 shares of WisdomTree US AI Enhanced Value Fund worth $509K as of Q2 2026.
Waverly Advisors bought 1 WisdomTree US AI Enhanced Value Fund share in Q2 2026, an estimated $124.
WisdomTree US AI Enhanced Value Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1167 holding.
Waverly Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $573K in Q1 2024.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.