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WisdomTree US AI Enhanced Value Fund
AIVL

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 119 → 120 (+1)

0.83% less ownership

Funds ownership: 26.83% → 26% (-0.83%)

2% less capital invested

Capital invested by funds: $104M → $101M (-$2.5M)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NFW
Noble Family Wealth
Florida
+$814K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$675K
3
UBS Group
UBS Group
Switzerland
+$393K
4
CRC
Curi RMB Capital
Illinois
+$384K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$246K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.29M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.17M
4
HCP
Holt Capital Partners
Texas
-$1.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$423K -$103K -955 -20%
ACM
52
Altrius Capital Management
North Carolina
$417K +$5.08K +47 +1%
VA
53
VestGen Advisors
Illinois
$403K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$391K -$486K -4,497 -57%
RCI
55
RS Crum Inc
California
$386K – – –
GLLW
56
Graves Light Lenhart Wealth
Virginia
$385K – – –
NA
57
Novus Advisors
South Carolina
$365K – – –
WB
58
Webster Bank
Connecticut
$343K -$50.7K -470 -13%
AGC
59
Aspen Grove Capital
Colorado
$339K -$567K -5,250 -64%
TWM
60
Tradition Wealth Management
Minnesota
$325K -$34.7K -321 -10%
LP
61
LGL Partners
Pennsylvania
$324K +$1.3K +12 +0.4%
BFG
62
Bouchey Financial Group
New York
$321K – – –
TCOV
63
Trust Company of Vermont
Vermont
$308K – – –
FWM
64
Fingerlakes Wealth Management
New York
$307K +$1.19K +11 +0.4%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$304K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$294K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$288K – – –
Stifel Financial
68
Stifel Financial
Missouri
$287K +$216 +2 +0.1%
Creative Planning
69
Creative Planning
Kansas
$282K – – –
HighTower Advisors
70
HighTower Advisors
Illinois
$275K +$17.2K +159 +7%
P
71
&Partners
Tennessee
$272K – – –
MA
72
Mezzasalma Advisors
New Jersey
$264K +$972 +9 +0.4%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$258K +$246K +2,278 New
AM
74
AGF Management
Ontario, Canada
$255K – – –
SC
75
SouthState Corp
Florida
$240K – – –
1 2
3
4 5

AIVL Hedge Fund Activity: Q2 2025 in Review

120 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2025, worth a combined $101M — down 2.4% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AIVL positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Noble Family Wealth, adding an estimated $814K. The largest seller was Morgan Stanley, cutting an estimated $2.29M.

  • 120 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2025, up from 119 in Q1 2025.
  • Funds reported $101M of WisdomTree US AI Enhanced Value Fund stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 7 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2025 was Noble Family Wealth, an estimated $814K added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2025 was Morgan Stanley, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2025.