We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

117 hedge funds and large institutions have $99.8M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 116117 (+1)

0.3% less ownership

Funds ownership: 26.58%26.28% (-0.3%)

4% less capital invested

Capital invested by funds: $104M → $99.8M (-$4.28M)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANB
26
Amarillo National Bank
Texas
$808K
IFWM
27
Institute for Wealth Management
Colorado
$798K -$34.2K -300 -4%
KLI
28
Kelman-Lazarov Inc
Tennessee
$738K -$1.37K -12 -0.2%
DWP
29
Destiny Wealth Partners
Florida
$735K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$718K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$660K -$3.76K -33 -0.6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$652K +$19.9K +175 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$646K -$2.96K -26 -0.5%
PWM
34
Perigon Wealth Management
California
$636K +$342 +3 +0.1%
DWML
35
Decker Wealth Management LLC
Tennessee
$581K +$576K +5,056 New
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$580K -$6.5K -57 -1%
NA
37
NewEdge Advisors
Louisiana
$555K -$139K -1,220 -20%
Corient Private Wealth
38
Corient Private Wealth
Florida
$520K +$514K +4,512 New
AQR Capital Management
39
AQR Capital Management
Connecticut
$513K
Mariner
40
Mariner
Kansas
$488K +$228 +2 +0%
MA
41
Montag & Associates
Georgia
$486K +$39.9K +350 +9%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$485K +$481K +4,221 New
PVAMC
43
PPS&V Asset Management Consultants
Michigan
$470K
NFG
44
Nadler Financial Group
Illinois
$466K -$123K -1,075 -21%
OIA
45
OneDigital Investment Advisors
Kansas
$460K
WA
46
Waverly Advisors
Alabama
$453K -$27.1K -238 -6%
CFA
47
Cahill Financial Advisors
Minnesota
$439K +$1.6K +14 +0.4%
ML
48
MLP3 LLC
New Jersey
$433K +$429K +3,762 New
PWP
49
Perfromance Wealth Partners
Illinois
$431K -$4.9K -43 -1%
KAS
50
Kestra Advisory Services
Texas
$431K +$1.14K +10 +0.3%