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WisdomTree International AI Enhanced Value Fund

33 hedge funds and large institutions have $14.2M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $14.9M → $14.2M (-$661K)

1.21% less ownership

Funds ownership: 26.11%24.9% (-1.2%)

3% less funds holding

Funds holding: 3433 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.83M +$186K +3,689 +5%
LPL Financial
2
LPL Financial
California
$2.24M -$401K -7,926 -16%
BW
3
BIP Wealth
Georgia
$1.98M -$174K -3,441 -8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$891K +$228K +4,510 +36%
TC
5
Truvestments Capital
Florida
$760K +$13.6K +270 +2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$709K -$2.58K -51 -0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$582K
SC
8
Savant Capital
Illinois
$488K +$475K +9,394 New
XF
9
XML Financial
Maryland
$483K -$6.17K -122 -1%
EWA
10
EP Wealth Advisors
California
$310K +$301K +5,960 New
Creative Planning
11
Creative Planning
Kansas
$271K
Raymond James Financial
12
Raymond James Financial
Florida
$254K +$1.06K +21 +0.4%
MA
13
Mezzasalma Advisors
New Jersey
$233K +$2.38K +47 +1%
Stifel Financial
14
Stifel Financial
Missouri
$208K -$5.05K -100 -2%
GIA
15
GHP Investment Advisors
Colorado
$170K +$1.26K +25 +0.8%
LFG
16
Larson Financial Group
Missouri
$137K -$2.48K -49 -2%
KAS
17
Kestra Advisory Services
Texas
$135K +$131K +2,590 New
TWC
18
TD Waterhouse Canada
Ontario, Canada
$134K
SPIA
19
Steward Partners Investment Advisory
New York
$86.2K
William Blair & Company
20
William Blair & Company
Illinois
$62.9K
SWM
21
Spire Wealth Management
Virginia
$51.5K -$61.3K -1,213 -55%
Osaic Holdings
22
Osaic Holdings
Arizona
$43.3K +$12.7K +251 +43%
RF
23
Rossby Financial
Florida
$42.4K +$41.2K +815 New
AG
24
AmeriFlex Group
Nevada
$40.9K +$39.8K +788 New
BlackRock
25
BlackRock
New York
$34.5K +$33.5K +663 New

AIVI Hedge Fund Activity: Q4 2025 in Review

33 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2025, worth a combined $14.2M — down 4.4% from $14.9M a quarter earlier.

Fund positioning in AIVI was balanced in Q4 2025: 8 funds opened new positions, 8 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $475K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.23M sold.

  • 33 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2025, down from 34 in Q3 2025.
  • Funds reported $14.2M of WisdomTree International AI Enhanced Value Fund stock for Q4 2025, down 4.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2025 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2025 was Savant Capital, an estimated $475K added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2025 was Flow Traders U.S., an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2025.