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WisdomTree International AI Enhanced Value Fund

36 hedge funds and large institutions have $15.4M invested in WisdomTree International AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9% more funds holding

Funds holding: 3336 (+3)

8% more capital invested

Capital invested by funds: $14.2M → $15.4M (+$1.19M)

1.05% more ownership

Funds ownership: 24.9%25.95% (+1.1%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.11M -$889K -16,263 -22%
LPL Financial
2
LPL Financial
California
$2.42M +$92.9K +1,700 +4%
BW
3
BIP Wealth
Georgia
$1.69M -$368K -6,730 -18%
FTUS
4
Flow Traders U.S.
New York
$1.54M +$1.55M +28,380 New
TC
5
Truvestments Capital
Florida
$811K +$20.2K +370 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$805K +$95.9K +1,755 +13%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$622K +$16.4K +300 +3%
XF
8
XML Financial
Maryland
$490K -$12.5K -229 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$422K +$426K +7,800 New
Jane Street
10
Jane Street
New York
$406K +$410K +7,505 New
EWA
11
EP Wealth Advisors
California
$323K
PAG
12
Private Advisor Group
New Jersey
$305K +$308K +5,639 New
Creative Planning
13
Creative Planning
Kansas
$286K +$3.83K +70 +1%
SC
14
Savant Capital
Illinois
$270K -$241K -4,414 -47%
MA
15
Mezzasalma Advisors
New Jersey
$242K +$219 +4 +0.1%
Raymond James Financial
16
Raymond James Financial
Florida
$229K -$36.7K -672 -14%
Stifel Financial
17
Stifel Financial
Missouri
$219K +$2.79K +51 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$202K -$733K -13,412 -78%
GIA
19
GHP Investment Advisors
Colorado
$176K -$55 -1 -0%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$142K
LFG
21
Larson Financial Group
Missouri
$138K -$3.94K -72 -3%
Wells Fargo
22
Wells Fargo
California
$132K +$134K +2,444 +122,200%
SPIA
23
Steward Partners Investment Advisory
New York
$81.7K -$8.2K -150 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$71.7K +$26.9K +492 +59%
William Blair & Company
25
William Blair & Company
Illinois
$65.5K

AIVI Hedge Fund Activity: Q1 2026 in Review

36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2026, worth a combined $15.4M — up 8.3% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIVI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.55M. The largest seller was Morgan Stanley, cutting an estimated $889K.

  • 36 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $15.4M of WisdomTree International AI Enhanced Value Fund stock for Q1 2026, up 8.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2026 was Flow Traders U.S., an estimated $1.55M added.
  • The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2026 was Morgan Stanley, an estimated $889K sold.

Based on aggregated 13F filings for Q1 2026.