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Westside Investment Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Westside Investment 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 		$2.73M Sell
20,811
-144
-0.7% -$17.9K 0.36% 68
2026
Q1 		$2.43M Buy
20,955
+20,605
+5,887% +$2.46M 0.37% 68
2025
Q4 		$40.3K Sell
350
-20,446
-98% -$2.33M 0.01% 613
2025
Q3 		$2.38M Buy
20,796
+53
+0.3% +$6.02K 0.38% 62
2025
Q2 		$2.35M Buy
20,743
+1,860
+10% +$201K 0.44% 61
2025
Q1 		$2.07M Buy
18,883
+3,720
+25% +$409K 0.44% 59
2024
Q4 		$1.62M Sell
15,163
-927
-6% -$103K 0.34% 75
2024
Q3 		$1.79M Buy
16,090
+66
+0.4% +$6.98K 0.38% 64
2024
Q2 		$1.6M Sell
16,024
-1,404
-8% -$140K 0.37% 69
2024
Q1 		$1.77M Sell
17,428
-504
-3% -$49K 0.43% 61
2023
Q4 		$1.72M Sell
17,932
-293
-2% -$26.3K 0.44% 58
2023
Q3 		$1.62M Buy
18,225
+104
+0.6% +$9.74K 0.47% 54
2023
Q2 		$1.7M Sell
18,121
-848
-4% -$77.2K 0.48% 57
2023
Q1 		$1.74M Sell
18,969
-678
-3% -$63.1K 0.51% 51
2022
Q4 		$1.8K Buy
19,647
+90
+0.5% +$8.11K ﹤0.01% 235
2022
Q3 		$1.6K Buy
19,557
+1,286
+7% +$117K ﹤0.01% 249
2022
Q2 		$1.62K Sell
18,271
-246
-1% -$23.3K ﹤0.01% 245
2022
Q1 		$1.83K Sell
18,517
-831
-4% -$81.9K ﹤0.01% 245
2021
Q4 		$1.96K Buy
19,348
+731
+4% +$71.3K ﹤0.01% 235
2021
Q3 		$1.75K Sell
18,617
-276
-1% -$26.8K ﹤0.01% 235
2021
Q2 		$1.84K Sell
18,893
-225
-1% -$22K ﹤0.01% 226
2021
Q1 		$1.8K Sell
19,118
-1,362
-7% -$121K ﹤0.01% 216
2020
Q4 		$1.71K Buy
20,480
+871
+4% +$70K ﹤0.01% 176
2020
Q3 		$1.48K Sell
19,609
-54
-0.3% -$4.12K ﹤0.01% 188
2020
Q2 		$1.45K Buy
19,663
+5,572
+40% +$399K ﹤0.01% 166
2020
Q1 		$910 Buy
+14,091
New +$1.17M ﹤0.01% 184
2019
Q2 		$685K Buy
+7,993
New +$679K 0.25% 81
2018
Q4 		$283K Buy
3,675
+597
+19% +$50.4K 0.1% 126
2018
Q3 		$280K Buy
3,078
+211
+7% +$19K 0.09% 124
2018
Q2 		$248K Buy
2,867
+4
+0.1% +$345 0.09% 140
2018
Q1 		$236K Buy
2,863
+103
+4% +$9.1K 0.13% 144
2017
Q4 		$249K Buy
2,760
+3
+0.1% +$259 0.13% 146
2017
Q3 		$235K Sell
2,757
-141
-5% -$11.7K 0.14% 131
2017
Q2 		$237K Sell
2,898
-149
-5% -$12.2K 0.15% 122
2017
Q1 		$250K Buy
3,047
+552
+22% +$45.3K 0.12% 114
2016
Q4 		$202K Buy
+2,495
New +$197K 0.14% 92

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

Westside Investment Management's AIVL Position: Q2 2026 in Review

Westside Investment Management reduced its WisdomTree US AI Enhanced Value Fund (AIVL) stake by 0.69% in Q2 2026, selling an estimated $17.9K and leaving 20,811 shares worth $2.73M. The position accounts for 0.36% of the portfolio, ranked #68.

Westside Investment Management first reported a position in AIVL in Q4 2016 and has held it in 36 quarters since. 129 funds tracked by Wall St. Rank hold AIVL as of Q2 2026.

  • Westside Investment Management held 20,811 shares of WisdomTree US AI Enhanced Value Fund worth $2.73M as of Q2 2026.
  • Westside Investment Management sold 144 WisdomTree US AI Enhanced Value Fund shares in Q2 2026, an estimated $17.9K.
  • WisdomTree US AI Enhanced Value Fund made up 0.36% of Westside Investment Management's portfolio in Q2 2026, its #68 holding.
  • Westside Investment Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q4 2016 and has held it in 36 quarters since.
  • 129 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.