WisdomTree US AI Enhanced Value Fund
AIVL
118 hedge funds and large institutions have $99.6M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 117 → 118 (+1)
0.37% less ownership
Funds ownership: 26.61% → 26.24% (-0.37%)
4% less capital invested
Capital invested by funds: $104M → $99.6M (-$4.54M)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$825K |
| 2 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
+$695K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$481K |
| 4 |
EWS
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
+$312K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| 2 |
WIM
Westside Investment Management
Santa Monica,
California
|
-$2.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$809K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$552K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$443K |
AIVL Hedge Fund Activity: Q4 2025 in Review
118 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2025, worth a combined $99.6M — down 4.4% from $104M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIVL positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $825K. The largest seller was Citadel Advisors, cutting an estimated $2.38M.
- 118 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2025, up from 117 in Q3 2025.
- Funds reported $99.6M of WisdomTree US AI Enhanced Value Fund stock for Q4 2025, down 4.4% quarter-over-quarter.
- 12 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2025 and 10 closed out, a net change of +2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2025 was LPL Financial, an estimated $825K added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2025 was Citadel Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2025.