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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
William Blair & Company
76
William Blair & Company
Illinois
$238K – – –
SWA
77
Sax Wealth Advisors
New Jersey
$233K – – –
EW
78
Element Wealth
Mississippi
$230K -$2.38K -22 -1%
CIA
79
Cladis Investment Advisory
Montana
$226K – – –
AAM
80
Augustine Asset Management
Florida
$225K -$8.85K -82 -4%
SP
81
Sequent Planning
Nebraska
$221K +$211K +1,951 New
BJL
82
Brighton Jones LLC
Washington
$209K +$324 +3 +0.2%
KFI
83
Key Financial Inc
Pennsylvania
$208K -$22.1K -205 -10%
MCM
84
Mengis Capital Management
Oregon
$206K -$16.2K -150 -8%
BAM
85
Bellevue Asset Management
Washington
$154K +$108 +1 +0.1%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$154K – – –
HI
87
Harbour Investments
Wisconsin
$132K – – –
CA
88
Clearstead Advisors
Ohio
$110K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$102K – – –
IBOK
90
Independence Bank of Kentucky
Kentucky
$87.6K – – –
Jones Financial Companies
91
Jones Financial Companies
Missouri
$84.3K +$7.88K +73 +11%
Franklin Resources
92
Franklin Resources
California
$83.7K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$76K -$1.08K -10 -1%
AIA
94
Arcadia Investment Advisors
Idaho
$72.7K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$68.1K +$108 +1 +0.2%
AAS
96
Ameritas Advisory Services
Nebraska
$67.5K +$64.5K +597 New
LWA
97
Lowe Wealth Advisors
Maryland
$66.8K -$5.4K -50 -8%
OP
98
ORG Partners
Indiana
$62.6K – – –
BA
99
Bristlecone Advisors
Washington
$59.8K – – –
S
100
SignatureFD
Georgia
$55.8K – – –
2 3
4
5 6

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.