WisdomTree US AI Enhanced Value Fund
AIVL
121 hedge funds and large institutions have $102M 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.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 120 → 121 (+1)
0.83% less ownership
Funds ownership: 26.86% → 26.03% (-0.83%)
2% less capital invested
Capital invested by funds: $104M → $102M (-$2.49M)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFW
Noble Family Wealth
Clearwater,
Florida
|
+$814K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$675K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$393K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$384K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.29M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.26M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.17M |
| 4 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$1.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$830K |
AIVL Hedge Fund Activity: Q2 2025 in Review
121 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2025, worth a combined $102M — 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.
- 121 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2025, up from 120 in Q1 2025.
- Funds reported $102M 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.