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XML Financial’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

XML Financial’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Sell
8,938
-122
-1% -$6.92K 0.04% 280
2026
Q1 		$490K Sell
9,060
-229
-2% -$12.5K 0.04% 264
2025
Q4 		$483K Sell
9,289
-122
-1% -$6.17K 0.04% 261
2025
Q3 		$467K Buy
9,411
+617
+7% +$30.5K 0.04% 258
2025
Q2 		$424K Hold
8,794
– – 0.04% 261
2025
Q1 		$385K Sell
8,794
-265
-3% -$11.1K 0.04% 257
2024
Q4 		$357K Sell
9,059
-40
-0.4% -$1.65K 0.03% 271
2024
Q3 		$399K Buy
9,099
+840
+10% +$35.1K 0.04% 256
2024
Q2 		$325K Sell
8,259
-434
-5% -$17.7K 0.03% 266
2024
Q1 		$357K Sell
8,693
-588
-6% -$23.6K 0.04% 259
2023
Q4 		$376K Buy
9,281
+243
+3% +$9.3K 0.04% 242
2023
Q3 		$340K Sell
9,038
-2,615
-22% -$102K 0.04% 243
2023
Q2 		$454K Sell
11,653
-229
-2% -$9.09K 0.05% 228
2023
Q1 		$462K Sell
11,882
-4
-0% -$154 0.06% 216
2022
Q4 		$429K Buy
11,886
+77
+0.7% +$2.63K 0.05% 215
2022
Q3 		$360K Sell
11,809
-10
-0.1% -$347 0.05% 228
2022
Q2 		$420K Sell
11,819
-82
-0.7% -$3.16K 0.1% 149
2022
Q1 		$477K Sell
11,901
-44,242
-79% -$1.83M 0.06% 212
2021
Q4 		$2.35M Buy
56,143
+3,748
+7% +$155K 0.28% 96
2021
Q3 		$2.14M Sell
52,395
-38,448
-42% -$1.66M 0.29% 94
2021
Q2 		$3.93M Buy
90,843
+9,637
+12% +$423K 0.86% 32
2021
Q1 		$3.45M Buy
81,206
+1,341
+2% +$56.5K 0.84% 31
2020
Q4 		$3.23M Buy
79,865
+13,536
+20% +$517K 0.84% 31
2020
Q3 		$2.39M Buy
66,329
+25,090
+61% +$922K 0.74% 33
2020
Q2 		$1.47M Buy
41,239
+25,733
+166% +$873K 0.51% 48
2020
Q1 		$488K Sell
15,506
-122,128
-89% -$4.69M 0.21% 91
2019
Q4 		$5.87M Buy
+137,634
New +$5.74M 2.13% 11

Other funds holding AIVI

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

XML Financial's AIVI Position: Q2 2026 in Review

XML Financial reduced its WisdomTree International AI Enhanced Value Fund (AIVI) stake by 1.3% in Q2 2026, selling an estimated $6.92K and leaving 8,938 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #280.

XML Financial first reported a position in AIVI in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.87M in Q4 2019. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • XML Financial held 8,938 shares of WisdomTree International AI Enhanced Value Fund worth $503K as of Q2 2026.
  • XML Financial sold 122 WisdomTree International AI Enhanced Value Fund shares in Q2 2026, an estimated $6.92K.
  • WisdomTree International AI Enhanced Value Fund made up 0.04% of XML Financial's portfolio in Q2 2026, its #280 holding.
  • XML Financial first reported a position in WisdomTree International AI Enhanced Value Fund in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's WisdomTree International AI Enhanced Value Fund position peaked at $5.87M in Q4 2019.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.