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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
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

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $440M AUM 16.56% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return