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AIVIAIVI
8 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in WISDOMTREE TR

Yes. EP Wealth Advisors holds 5,960 shares of AIVI, worth $335,548, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. EP Wealth Advisors has held AIVI since Q2 2024, across 8 quarterly 13F filings.

Current Value

$335,548

Current Shares

5,960

Total Value Change

+$100,962

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
5,960
0.0%
$335,5480.0%$56.04
0
2026-Q1
Unchanged
5,960
0.0%
$322,5560.0%$52.33
0
2025-Q4
Unchanged
5,960
0.0%
$309,8310.0%$50.20
0
2025-Q2
Unchanged
5,960
0.0%
$287,0220.0%$45.41
0
2025-Q1
Unchanged
5,960
0.0%
$261,2270.0%$40.40
0
2024-Q4
Unchanged
5,960
0.0%
$234,7050.0%$36.20
0
2024-Q3
Unchanged
5,960
0.0%
$261,0770.0%$39.92
0
2024-Q2
New
5,960
-
$234,5860.0%$35.64
32

Other major holders of AIVI: AMERIPRISE FINANCIAL INC, XPONANCE LLC

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