Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q2 2026 (June 30)129holders +7
13new positions
4sold out
2famous investors
$131.07avg. 13F price*
At the end of Q2 2026, 129 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 7 from Q1 2026. 13 opened new positions and 4 sold out. The largest holders were Noble Family Wealth, LLC ($11.4M), Morgan Stanley ($10.6M) and LPL Financial LLC ($6.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.3M |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 47,207 shares bought and 43,500 shares sold, net +3,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Noble Family Wealth, LLC | 2.05% | Reduce -0.9% | 87,291 | $11.4M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 80,689 | $10.6M |
| LPL Financial LLC | 0.00% | Add +1.4% | 51,487 | $6.8M |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 30,977 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 28,612 | $3.8M |
| Salomon & Ludwin, LLC | 0.27% | Reduce -1.7% | 24,856 | $3.2M |
| Founders Grove Wealth Partners, LLC | 0.61% | Reduce -0.6% | 23,362 | $3.1M |
| WealthBridge Capital Management, LLC | 0.54% | Reduce -1.0% | 20,865 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.3% | 20,843 | $2.7M |
| Westside Investment Management, Inc. | 0.36% | Reduce -0.7% | 20,811 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 17,924 | $2.4M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 16,149 | $2.1M |
| Integrated Advisors Network LLC | 0.09% | New | 14,970 | $2.0M |
| Biondo Investment Advisors, LLC | 0.22% | Add +1.8% | 13,875 | $1.8M |
| Well Done, LLC | 0.23% | Reduce -0.4% | 13,281 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.4% | 12,875 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 12,714 | $1.7M |
| Global Retirement Partners, LLC | 0.02% | — | 12,118 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.5% | 11,533 | $1.5M |
| Curi Capital, LLC | 0.02% | Reduce -5.1% | 11,041 | $1.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.16% | Reduce -12.6% | 10,400 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.0% | 10,264 | $1.3M |
| Mariner, LLC | 0.00% | Add +121.3% | 9,298 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -16.4% | 9,231 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.7% | 8,256 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 7,747 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 7,519 | $986K |
| Robinson Smith Wealth Advisors LLC | 0.57% | Reduce -4.0% | 7,316 | $959K |
| Amarillo National Bank | 0.15% | Reduce -2.4% | 7,031 | $922K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.2% | 6,713 | $880K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.2% | 6,387 | $838K |
| Dickmeyer Boyce Financial Management, Inc. | 0.42% | Reduce -2.5% | 6,190 | $812K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.6% | 5,877 | $771K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.1% | 5,722 | $750K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.4% | 5,697 | $747K |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 5,671 | $744K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 5,653 | $741K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 5,540 | $727K |
| Arax Advisory Partners | 0.00% | New | 5,324 | $698K |
| Focus Partners Wealth | 0.00% | Reduce -3.9% | 4,852 | $636K |
| Jane Street Group, LLC | 0.00% | New | 4,845 | $635K |
| Decker Wealth Management LLC | 0.13% | Reduce -2.4% | 4,766 | $625K |
| AQR Capital Management | 0.00% | No change | 4,459 | $585K |
| Flow Traders U.S. LLC | 0.02% | Add +44.4% | 4,268 | $560K |
| Montag A & Associates Inc. | 0.02% | No change | 4,228 | $554K |
| Kintra Wealth, LLC | 0.03% | Add +0.8% | 4,013 | $546K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,000 | $525K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.1% | 3,951 | $518K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 3,882 | $509K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.3% | 3,823 | $501K |
| Nadler Financial Group, Inc. | 0.04% | No change | 3,730 | $489K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,727 | $489K |
| VestGen Advisors, LLC | 0.01% | Reduce -50.0% | 3,566 | $468K |
| Creative Planning | 0.00% | No change | 3,507 | $460K |
| RS Crum Inc. | 0.08% | No change | 3,415 | $448K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.0% | 3,347 | $439K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,325 | $436K |
| Aspen Grove Capital, LLC | 0.06% | No change | 3,000 | $393K |
| Citadel Advisors | 0.00% | Reduce -27.9% | 2,915 | $382K |
| LGL Partners, LLC | 0.14% | Reduce -0.9% | 2,909 | $381K |
| &partners | 0.00% | No change | 2,903 | $381K |
| Tradition Wealth Management, LLC | 0.02% | No change | 2,875 | $377K |
| Spire Wealth Management | 0.01% | Add +8.6% | 2,874 | $377K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,840 | $372K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $352K |
| HighTower Advisors, LLC | 0.00% | Add +7.2% | 2,651 | $348K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 2,496 | $327K |
| Webster Bank, N. A. | 0.03% | Reduce -12.0% | 2,380 | $312K |
| Mezzasalma Advisors, LLC | 0.06% | Add +0.4% | 2,374 | $311K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +0.4% | 2,268 | $297K |
| Corient Private Wealth LP | 0.00% | Add +30.5% | 2,256 | $296K |
| Agf Management Ltd. | 0.00% | Reduce -1.6% | 2,180 | $286K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $279K |
| Blair William & Co. | 0.00% | No change | 2,103 | $276K |
| Sequent Planning LLC | 0.06% | Add +16.3% | 2,077 | $272K |
| Cladis Investment Advisory, LLC | 0.12% | No change | 2,000 | $262K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,987 | $261K |
| Merit Financial Group, LLC | 0.00% | Add +0.2% | 1,841 | $241K |
| Key Financial Inc | 0.04% | Add +0.1% | 1,839 | $241K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,057 | $238K |
| Trust Co. of Vermont | 0.01% | — | 1,800 | $236K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,763 | $231K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +3.2% | 1,736 | $228K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,734 | $227K |
| Avant Capital LLC | 0.14% | New | 1,723 | $226K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,671 | $219K |
| Mengis Capital Management, Inc. | 0.03% | New | 1,670 | $219K |
| Jones Financial Companies LLLP | 0.00% | Add +23.1% | 1,404 | $184K |
| Bellevue Asset Management, LLC | 0.08% | Add +0.2% | 1,273 | $167K |
| Harbour Investments, Inc. | 0.00% | No change | 1,172 | $154K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,111 | $146K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,103 | $145K |
| FMR LLC | 0.00% | Add +25.4% | 1,033 | $135K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,000 | $131K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $128K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 816 | $107K |
| Allworth Financial LP | 0.00% | Add +177.0% | 784 | $103K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $97K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $84K |
| Independence Bank of Kentucky | 0.01% | No change | 625 | $82K |
"% of holder's portfolio" is AIVL's weight in each manager's 13F, not the share of Wisdomtree US AI Enhanced Va the manager owns.