WisdomTree US AI Enhanced Value Fund
AIVL
122 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.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
3% more funds holding
Funds holding: 118 → 122 (+4)
1.7% more ownership
Funds ownership: 26.24% → 27.94% (+1.7%)
5% more capital invested
Capital invested by funds: $99.6M → $104M (+$4.75M)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$2.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$882K |
| 4 |
VA
VestGen Advisors
Inverness,
Illinois
|
+$850K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.31M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$308K |
| 3 |
AC
Avant Capital
Lafayette,
Louisiana
|
-$233K |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$206K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$203K |
AIVL Hedge Fund Activity: Q1 2026 in Review
122 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2026, worth a combined $104M — up 4.8% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AIVL positions and 7 closed out — a net gain of 7 holders — while 34 added to existing stakes and 35 trimmed.
The largest buyer was Westside Investment Management, adding an estimated $2.46M. The largest seller was Royal Bank of Canada, cutting an estimated $1.31M.
- 122 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2026, up from 118 in Q4 2025.
- Funds reported $104M of WisdomTree US AI Enhanced Value Fund stock for Q1 2026, up 4.8% quarter-over-quarter.
- 14 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2026 and 7 closed out, a net change of +7 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2026 was Westside Investment Management, an estimated $2.46M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2026 was Royal Bank of Canada, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2026.