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

Waverly Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$477K	Sell
2025 Q2	$478K	Sell
2025 Q1	$473K	Sell
2024 Q4	$460K	Sell
2024 Q3	$569K	Buy
2024 Q2	$510K	Sell
2024 Q1	$573K	Buy