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Webster Bank’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Webster Bank’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 		$312K Sell
2,380
-324
-12% -$40.3K 0.03% 210
2026
Q1 		$313K Sell
2,704
-326
-11% -$38.9K 0.03% 204
2025
Q4 		$348K Hold
3,030
– – 0.03% 182
2025
Q3 		$346K Hold
3,030
– – 0.03% 177
2025
Q2 		$343K Sell
3,030
-470
-13% -$50.7K 0.04% 181
2025
Q1 		$384K Sell
3,500
-450
-11% -$49.4K 0.04% 172
2024
Q4 		$421K Hold
3,950
– – 0.05% 167
2024
Q3 		$440K Sell
3,950
-510
-11% -$53.9K 0.05% 165
2024
Q2 		$445K Hold
4,460
– – 0.05% 160
2024
Q1 		$454K Sell
4,460
-840
-16% -$81.6K 0.05% 163
2023
Q4 		$508K Hold
5,300
– – 0.06% 154
2023
Q3 		$472K Sell
5,300
-430
-8% -$40.3K 0.06% 147
2023
Q2 		$536K Sell
5,730
-440
-7% -$40.1K 0.07% 139
2023
Q1 		$566K Sell
6,170
-310
-5% -$28.8K 0.07% 141
2022
Q4 		$595K Sell
6,480
-495
-7% -$44.6K 0.08% 131
2022
Q3 		$569K Sell
6,975
-695
-9% -$63.5K 0.08% 129
2022
Q2 		$681K Hold
7,670
– – 0.09% 127
2022
Q1 		$760K Sell
7,670
-1,780
-19% -$175K 0.09% 127
2021
Q4 		$956K Hold
9,450
– – 0.1% 120
2021
Q3 		$888K Hold
9,450
– – 0.1% 118
2021
Q2 		$919K Hold
9,450
– – 0.1% 123
2021
Q1 		$891K Sell
9,450
-1,520
-14% -$135K 0.1% 124
2020
Q4 		$919K Sell
10,970
-2,992
-21% -$240K 0.11% 124
2020
Q3 		$1.05M Buy
+13,962
New +$1.06M 0.14% 111

Other funds holding AIVL

NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
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

Webster Bank's AIVL Position: Q2 2026 in Review

Webster Bank reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 12% in Q2 2026, selling an estimated $40.3K and leaving 2,380 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #210.

Webster Bank first reported a position in AIVL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q3 2020. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Webster Bank held 2,380 shares of WisdomTree US AI Enhanced Value Fund worth $312K as of Q2 2026.
  • Webster Bank sold 324 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $40.3K.
  • WisdomTree US AI Enhanced Value Fund made up 0.03% of Webster Bank's portfolio in Q2 2026, its #210 holding.
  • Webster Bank first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2020 and has held it in 24 quarters since.
  • Webster Bank's WisdomTree US AI Enhanced Value Fund position peaked at $1.05M in Q3 2020.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.