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AIVLAIVL
Showing 8 of 28 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in WISDOMTREE TR

Yes. MAI Capital Management holds 16,149 shares of AIVL, worth $2.1M, as of its Q2 2026 13F filing. It reduced the position by 122 shares (-0.8%) from Q1 2026. MAI Capital Management has held AIVL since Q1 2024, across 10 quarterly 13F filings.

Current Value

$2.1M

Current Shares

16,149

Total Value Change

+$166,126

Total Shares Change

-1,385

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16,149
-0.8%
$2.1M0.0%$130.62
0
2026-Q1
Decreased
16,271
-0.5%
$1.9M0.0%$114.77
0
2025-Q4
Decreased
16,353
-0.5%
$1.9M0.0%$113.70
0
2025-Q3
Decreased
16,440
-0.8%
$1.9M0.0%$112.47
0
2025-Q2
Unchanged
16,571
0.0%
$1.9M0.0%$110.81
0
2025-Q1
Decreased
16,571
-6.3%
$1.8M0.0%$107.17
0
2024-Q4
Increased
17,686
+0.9%
$1.9M0.0%$103.63
26
2024-Q3
Decreased
17,534
-3.1%
$2M0.0%$107.66
0

Other major holders of AIVL: AE Wealth Management LLC, MERCER GLOBAL ADVISORS INC /ADV

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