We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

3% more funds holding

Funds holding: 117 → 121 (+4)

1.63% more ownership

Funds ownership: 26.28% → 27.91% (+1.6%)

4% more capital invested

Capital invested by funds: $99.8M → $104M (+$4.49M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
34
Reduced
35
Closed
7
Calls
$891K
Puts
–
Net Calls
+$891K
Net Calls Change
+$891K

Top Buyers

1
WIM
Westside Investment Management
California
+$2.46M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$882K
4
VA
VestGen Advisors
Illinois
+$850K
5
FTUS
Flow Traders U.S.
New York
+$352K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.31M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$332K
3
AWM
Apollon Wealth Management
South Carolina
-$308K
4
AC
Avant Capital
Louisiana
-$233K
5
MCM
Mengis Capital Management
Oregon
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
126
Bank of America
North Carolina
– -$38.3K -333 Closed
JFA
127
JNBA Financial Advisors
Minnesota
– -$33.9K -295 Closed
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -87 Closed
2 3 4 5
6