WisdomTree US AI Enhanced Value Fund
AIVL
116 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 10 closing their positions.
3% more capital invested
Capital invested by funds: $101M → $104M (+$2.62M)
0.58% more ownership
Funds ownership: 26% → 26.58% (+0.58%)
3% less funds holding
Funds holding: 120 → 116 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.89M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
| 4 |
Morgan Stanley
New York
|
+$781K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$750K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$533K |
| 4 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
-$417K |
| 5 |
NA
Novus Advisors
Greenville,
South Carolina
|
-$365K |
AIVL Hedge Fund Activity: Q3 2025 in Review
116 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2025, worth a combined $104M — up 2.6% from $101M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of AIVL and 7 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 24 added.
The largest buyer was Osaic Holdings, adding an estimated $2.89M. The largest seller was Curi RMB Capital, cutting an estimated $750K.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2025, down from 120 in Q2 2025.
- Funds reported $104M of WisdomTree US AI Enhanced Value Fund stock for Q3 2025, up 2.6% quarter-over-quarter.
- 7 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2025 and 10 closed out, a net change of -3 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2025 was Osaic Holdings, an estimated $2.89M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2025 was Curi RMB Capital, an estimated $750K sold.
Based on aggregated 13F filings for Q3 2025.