WisdomTree U.S. AI Enhanced Val (AIVL) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling AIVL?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WisdomTree U.S. AI Enhanced Val, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on AIVL?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WisdomTree U.S. AI Enhanced Val.

Is institutional money flowing into AIVL?

45 institutional investors hold WisdomTree U.S. AI Enhanced Val (AIVL). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about AIVL?

Track institutional sentiment and conviction scores for WisdomTree U.S. AI Enhanced Val (AIVL) including Smart Money Verdict and position changes on HoldingsIntel.

WisdomTree U.S. AI Enhanced Val

AIVL·97717W406·US·etf·Unknown - Unknown

US DIVID EX FNCL

AIVL (WisdomTree U.S. AI Enhanced Val) is held by 45 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($9.1M), LPL Financial LLC ($5.5M), ROYAL BANK OF CANADA ($4.1M). Net institutional sentiment: Mixed.

Holders

Avg rating(7 Elite)

$43.7M

Total Value

52% (47)

Fund Consensus

17 buying - 16 selling

Smart Money VerdictView all

54Mixed MomentumSingle Source

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See how AIVL's score breaks down across 4 SEC sources

Held by 45 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	79,464(-1.3%)	$9.1M	0.0%	+23.93%	0
LPL Financial LLC	Increased	48,178(+17.7%)	$5.5M	0.0%	+45.96%	32
ROYAL BANK OF CANADA	Decreased	35,769(-9.3%)	$4.1M	0.0%	+13.28%	0
OSAIC HOLDINGS, INC.	Increased	30,925(+0.5%)	$3.6M	0.0%	+11.42%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	25,741(-15.8%)	$3M	0.0%	+56.60%	0
RAYMOND JAMES FINANCIAL INC	Decreased	20,276(-1.2%)	$2.3M	0.0%	+16.44%	0
MAI Capital Management	Decreased	16,353(-0.5%)	$1.9M	0.0%	+23.89%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	13,198	$1.5M	0.0%	+51.89%	0
WELLS FARGO & COMPANY/MN	Increased	10,361(+1.6%)	$1.2M	0.0%	+35.81%	26
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	8,063(+9.4%)	$927,084	0.0%	+7.97%	27
Cerity Partners LLC	Increased	7,974(+3.3%)	$916,862	0.0%	+37.36%	26
Baird Financial Group, Inc.	Unchanged	6,247	$718,280	0.0%	+9.47%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	5,736(-0.6%)	$659,579	0.0%	+70.87%	0
Cetera Investment Advisers	Increased	5,667(+3.2%)	$651,628	0.0%	+25.51%	25
Focus Partners Wealth	Decreased	5,043(-1.1%)	$579,878	0.0%	+16.83%	0
NewEdge Advisors, LLC	Decreased	4,828(-20.2%)	$555,160	0.0%	+32.29%	0
AQR CAPITAL MANAGEMENT LLC	Unchanged	4,459	$512,696	0.0%	+7.67%	0
Mariner, LLC	Increased	4,242(+0.1%)	$487,723	0.0%	+38.71%	24
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	4,221	$485,331	0.0%	+5.39%	33
OneDigital Investment Advisors LLC	Unchanged	4,000	$459,920	0.0%	+69.30%	0
Waverly Advisors, LLC	Decreased	3,937(-5.7%)	$452,675	0.0%	+23.95%	0
Kestra Advisory Services, LLC	Increased	3,745(+0.3%)	$430,545	0.0%	+32.76%	24
Creative Planning	Unchanged	3,507	$403,235	0.0%	+30.72%	0
&PARTNERS	Unchanged	2,903	$333,787	0.0%	+54.98%	0
CITADEL ADVISORS LLC	Decreased	2,554(-89.1%)	$293,659	0.0%	+9.47%	0
STIFEL FINANCIAL CORP	Decreased	2,492(-0.9%)	$286,484	0.0%	+28.61%	0
HighTower Advisors, LLC	Increased	2,472(+0.1%)	$284,227	0.0%	+13.01%	23
Corient Private Wealth LLC	New	2,256	$259,841	0.0%	+5.39%	32
AGF MANAGEMENT LTD	Unchanged	2,255	$259,279	0.0%	+41.68%	0
BLAIR WILLIAM & CO/IL	Unchanged	2,103	$241,803	0.0%	+52.23%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	1,763	$202,710	0.0%	+5.39%	32
UBS Group AG	Decreased	1,525(-65.0%)	$175,344	0.0%	+13.21%	0
CIBC Private Wealth Group LLC	Unchanged	1,365	$156,948	0.0%	+32.21%	0
Farther Finance Advisors, LLC	New	1,111	$127,743	0.0%	+5.39%	31
JONES FINANCIAL COMPANIES LLLP	Increased	828(+24.3%)	$95,163	0.0%	+14.93%	26
Rockefeller Capital Management L.P.	Unchanged	816	$93,824	0.0%	+7.67%	0
FRANKLIN RESOURCES INC	Unchanged	740	$85,085	0.0%	+89.07%	0
FMR LLC	Increased	664(+10.3%)	$76,290	0.0%	+15.40%	16
BANK OF MONTREAL /CAN/	Decreased	622(-6.0%)	$71,517	0.0%	+16.56%	0
JPMORGAN CHASE & CO	Decreased	490(-21.0%)	$56,340	0.0%	+14.57%	0
BANK OF AMERICA CORP /DE/	New	333	$38,288	0.0%	+5.39%	31
Steward Partners Investment Advisory, LLC	Unchanged	324	$37,254	0.0%	+32.96%	0
Allworth Financial LP	Unchanged	288	$33,115	0.0%	+39.13%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	87	$10,003	0.0%	+13.37%	0
AE Wealth Management LLC	New	36	$4,170	0.0%	+5.39%	22
FIFTH THIRD BANCORP	Exited	0(-100.0%)	$91,421	0.0%	+66.29%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$809,073	0.0%	+38.16%	0

WisdomTree U.S. AI Enhanced Val

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