WealthBridge Capital Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

WealthBridge Capital Management’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	$2.74M	Sell	20,865 -220	-1%	-$27.4K	0.54%	40
2026 Q1	$2.44M	Buy	21,085 +3	+0%	+$358	0.56%	41
2025 Q4	$2.42M	Sell	21,082 -17	-0.1%	-$1.94K	0.55%	40
2025 Q3	$2.41M	Sell	21,099 -495	-2%	-$56.2K	0.57%	40
2025 Q2	$2.44M	Buy	21,594 +40	+0.2%	+$4.32K	0.62%	37
2025 Q1	$2.37M	Sell	21,554 -96	-0.4%	-$10.5K	0.67%	34
2024 Q4	$2.31M	Sell	21,650 -113	-0.5%	-$12.5K	0.64%	38
2024 Q3	$2.42M	Buy	21,763 +296	+1%	+$31.3K	0.69%	32
2024 Q2	$2.14M	Sell	21,467 -64	-0.3%	-$6.4K	0.7%	31
2024 Q1	$2.19M	Buy	21,531 +826	+4%	+$80.2K	0.74%	33
2023 Q4	$1.99M	Sell	20,705 -230	-1%	-$20.7K	0.74%	31
2023 Q3	$1.86M	Sell	20,935 -1,063	-5%	-$99.5K	0.77%	30
2023 Q2	$2.06M	Buy	21,998 +417	+2%	+$38K	0.82%	30
2023 Q1	$1.98M	Buy	21,581 +78	+0.4%	+$7.26K	0.79%	30
2022 Q4	$1.97M	Sell	21,503 -8	-0%	-$721	0.82%	27
2022 Q3	$1.91M	Hold	21,511	–	–	0.81%	27
2022 Q2	$1.91M	Buy	21,511 +807	+4%	+$76.5K	0.81%	27
2022 Q1	$2.05M	Sell	20,704 -10	-0%	-$985	0.77%	30
2021 Q4	$2.1M	Sell	20,714 -1,559	-7%	-$152K	0.78%	29
2021 Q3	$2.09M	Sell	22,273 -483	-2%	-$46.9K	0.78%	32
2021 Q2	$2.21M	Sell	22,756 -344	-1%	-$33.7K	0.81%	33
2021 Q1	$2.18M	Sell	23,100 -381	-2%	-$33.8K	0.89%	29
2020 Q4	$1.97M	Sell	23,481 -393	-2%	-$31.6K	0.86%	30
2020 Q3	$1.8M	Buy	23,874 +334	+1%	+$25.5K	0.92%	29
2020 Q2	$1.74M	Buy	23,540 +1,433	+6%	+$103K	0.98%	27
2020 Q1	$1.43M	Buy	22,107 +14,159	+178%	+$1.17M	0.99%	24
2019 Q4	$735K	Buy	7,948 +10	+0.1%	+$892	0.48%	50
2019 Q3	$694K	Sell	7,938 -8	-0.1%	-$685	0.5%	52
2019 Q2	$612K	Buy	7,946 +15	+0.2%	+$1.27K	0.56%	45
2019 Q1	$672K	Sell	7,931 -15	-0.2%	-$1.25K	0.43%	47
2018 Q4	$612K	Buy	+7,946	New	+$671K	0.47%	45

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthBridge Capital Management's AIVL Position: Q2 2026 in Review

WealthBridge Capital Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 1% in Q2 2026, selling an estimated $27.4K and leaving 20,865 shares worth $2.74M. The position accounts for 0.54% of the portfolio, ranked #40.

WealthBridge Capital Management first reported a position in AIVL in Q4 2018 and has held it in 31 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

WealthBridge Capital Management held 20,865 shares of WisdomTree US AI Enhanced Value Fund worth $2.74M as of Q2 2026.
WealthBridge Capital Management sold 220 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $27.4K.
WisdomTree US AI Enhanced Value Fund made up 0.54% of WealthBridge Capital Management's portfolio in Q2 2026, its #40 holding.
WealthBridge Capital Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2018 and has held it in 31 quarters since.
129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.