WJ Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

WJ Wealth 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 Q3	$5.38M	Buy	+42,056	New	+$5.56M	2.19%	16

Other funds holding AIVL

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

WJ Wealth Management's AIVL Position: Q3 2026 in Review

WJ Wealth Management opened a new position in WisdomTree US AI Enhanced Value Fund (AIVL) in Q3 2026: 42,056 shares worth $5.38M. The stake represents 2.19% of the portfolio and ranks #16 among its holdings.

110 funds tracked by Wall St. Rank hold AIVL as of Q3 2026.

WJ Wealth Management held 42,056 shares of WisdomTree US AI Enhanced Value Fund worth $5.38M as of Q3 2026.
WisdomTree US AI Enhanced Value Fund was a new WJ Wealth Management position in Q3 2026.
WisdomTree US AI Enhanced Value Fund made up 2.19% of WJ Wealth Management's portfolio in Q3 2026, its #16 holding.
110 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.