Who Owns WisdomTree U.S. AI Enhanced Value Fund (AIVL)?Hedge Fund & Institutional Holders

$117.36+0.35 (+0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.060310332102138e+162T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$97.18$103.79$110.41$117.02$123.64Sep 24Jun 25Mar 26

AIVL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Noble Family Wealth, LLCNew Position+89K+$10.2M
Salomon & Ludwin, LLCNew Position+25K+$3.0M
FOUNDERS GROVE WEALTH PARTNERS, LLCNew Position+25K+$2.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+26K+$2.0M
Apollon Wealth Management, LLCNew Position+14K+$1.6M
Global Retirement Partners, LLCNew Position+12K+$1.0M
ROBINSON SMITH WEALTH ADVISORS LLCNew Position+8K+$876K
AMARILLO NATIONAL BANKNew Position+7K+$808K
Institute for Wealth Management, LLC.New Position+7K+$797K
Perigon Wealth Management, LLCNew Position+6K+$636K
Nadler Financial Group, Inc.New Position+4K+$466K
Anchor Investment Management, LLCIncreased+2+$441K
CAHILL FINANCIAL ADVISORS INCNew Position+4K+$439K
MLP3, LLCNew Position+4K+$432K
WEBSTER BANK, N. A.New Position+3K+$348K

AIVL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-1K-$9.2B
ROYAL BANK OF CANADADecreased-4K-$4.5B
CITADEL ADVISORS LLCDecreased-21K-$2.7B
WealthBridge Capital Management, LLCDecreased-17-$2.4B
RAYMOND JAMES FINANCIAL INCDecreased-251-$2.3B
MAI Capital ManagementDecreased-87-$1.9B
Prospera Financial Services IncDecreased-608-$1.3B
Kelman-Lazarov, Inc.Decreased-12-$734.3M
NewEdge Advisors, LLCDecreased-1K-$691.2M
MERCER GLOBAL ADVISORS INC /ADVDecreased-33-$659.3M
Focus Partners WealthDecreased-57-$582.8M
UBS Group AGDecreased-3K-$498.2M
Waverly Advisors, LLCDecreased-238-$477.2M
Perfromance Wealth Partners, LLCDecreased-43-$432.7M
CIBC Bancorp USA Inc.Closed Position-4K-$430.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC353$40.6M0.00%Share
2Jaffetilchin Investment Partners, LLC89,862$10.3M0.60%Share
3Noble Family Wealth, LLC88,825$10.2M2.15%Share
4MORGAN STANLEY76,515$8.0M0.00%Share
5LPL Financial LLC48,178$5.0M0.00%Share
6OSAIC HOLDINGS, INC.27,000$3.0M0.00%Share
7ROYAL BANK OF CANADA27,072$3.0M0.00%Share
8Salomon & Ludwin, LLC25,498$3.0M0.26%Share
9FOUNDERS GROVE WEALTH PARTNERS, LLC24,579$2.8M0.64%Share
10WealthBridge Capital Management, LLC21,082$2.4M0.55%Share
11COMMONWEALTH EQUITY SERVICES, LLC25,741$2.0M0.00%Share
12Apollon Wealth Management, LLC14,176$1.6M0.03%Share
13Biondo Investment Advisors, LLC13,418$1.5M0.19%Share
14Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.13,400$1.5M0.21%Share
15Prospera Financial Services Inc10,980$1.0M0.02%Share
16RAYMOND JAMES FINANCIAL INC11,839$1.0M0.00%Share
17CAPTRUST FINANCIAL ADVISORS13,198$1.0M0.00%Share
18Global Retirement Partners, LLC12,118$1.0M0.02%Share
19MAI Capital Management16,353$1.0M0.01%Share
20ROBINSON SMITH WEALTH ADVISORS LLC7,623$876K0.60%Share
21AMARILLO NATIONAL BANK7,031$808K0.14%Share
22Institute for Wealth Management, LLC.6,936$797K0.08%Share
23Kelman-Lazarov, Inc.6,420$738K0.11%Share
24Destiny Wealth Partners, LLC6,120$734K0.08%Share
25Perigon Wealth Management, LLC5,536$636K0.01%Share
26MONTAG A & ASSOCIATES INC4,228$486K0.02%Share
27PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$469K0.27%Share
28Nadler Financial Group, Inc.4,055$466K0.04%Share
29CAHILL FINANCIAL ADVISORS INC3,822$439K0.05%Share
30MLP3, LLC3,762$432K0.47%Share
31Perfromance Wealth Partners, LLC3,747$430K0.01%Share
32RS CRUM INC.3,415$392K0.08%Share
33Graves Light Lenhart Wealth, Inc.3,407$391K0.04%Share
34WEBSTER BANK, N. A.3,030$348K0.03%Share
35LGL PARTNERS, LLC2,928$336K0.14%Share
36Tradition Wealth Management, LLC2,875$330K0.02%Share
37Bouchey Financial Group Ltd2,840$326K0.02%Share
38KINTRA WEALTH, LLC2,739$314K0.04%Share
39McKinley Carter Wealth Services, Inc.2,688$309K0.02%Share
40Spire Wealth Management2,647$304K0.01%Share
41CWM, LLC2,550$293K0.00%Share
42Fingerlakes Wealth Management, Inc.2,507$288K0.18%Share
43Mezzasalma Advisors, LLC2,358$271K0.07%Share
44TRUST CO OF VERMONT2,300$264K0.01%Share
45Corient Private Wealth LLC2,256$259K0.00%Share
46SouthState Bank Corp2,124$244K0.01%Share
47SAX WEALTH ADVISORS, LLC2,057$236K0.01%Share
48Avant Capital LLC2,026$232K0.16%Share
49Cladis Investment Advisory, LLC2,000$229K0.13%Share
50AUGUSTINE ASSET MANAGEMENT INC1,987$228K0.05%Share

AIVL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025114$114.8M+42
Q3 202572$65.9B-38
Q2 2025110$80.5B-9
Q1 2025119$97.5B+19
Q4 2024100$5.7T+9
Q3 202491$51.7T+2
Q2 202489$45.6T+6
Q1 202483$41.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold AIVL (WisdomTree U.S. AI Enhanced Value Fund). The largest holder is Anchor Investment Management, LLC with $40.6M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AIVL?

As of Q4 2025, 50 institutional investors report holding AIVL (WisdomTree U.S. AI Enhanced Value Fund) in their 13F filings.

Who is the largest institutional holder of AIVL?

The largest institutional holder of AIVL is Anchor Investment Management, LLC with $40.6M in shares.

Is institutional ownership of AIVL increasing or decreasing?

This quarter, 14 institutions opened new positions in AIVL and 1 closed their positions.