Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q2 2025 (June 30)121holders +1
5new positions
6sold out
1famous investor
$113.07avg. 13F price*
At the end of Q2 2025, 121 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 6 sold out. The largest holders were Jaffetilchin Investment Partners, LLC ($10.1M), Noble Family Wealth, LLC ($10.1M) and Morgan Stanley ($8.3M). One famous investor held it 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 6 | $573K |
All 13F filers, Q1 2025 → Q2 2025: 34,720 shares bought and 97,163 shares sold, net −62,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Jaffetilchin Investment Partners, LLC | 0.66% | Add +0.4% | 89,066 | $10.1M |
| Noble Family Wealth, LLC | 2.46% | Add +9.3% | 89,042 | $10.1M |
| Morgan Stanley | 0.00% | Reduce -22.4% | 73,588 | $8.3M |
| LPL Financial LLC | 0.00% | Add +1.2% | 40,543 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 31,708 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.5% | 28,132 | $3.2M |
| CW Advisors, LLC | 0.03% | No change | 27,000 | $3.1M |
| Salomon & Ludwin, LLC | 0.29% | Reduce -0.5% | 26,116 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.70% | Reduce -0.3% | 24,790 | $2.8M |
| WealthBridge Capital Management, LLC | 0.62% | Add +0.2% | 21,594 | $2.4M |
| Westside Investment Management, Inc. | 0.44% | Add +9.8% | 20,743 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.7% | 20,282 | $2.3M |
| Curi Capital, LLC | 0.04% | Add +23.4% | 18,750 | $2.1M |
| MAI Capital Management | 0.01% | No change | 16,571 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.7% | 14,562 | $1.6M |
| Well Done, LLC | 0.28% | Reduce -5.0% | 13,394 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 13,198 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | Add +0.1% | 12,743 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | — | 12,118 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.8% | 11,773 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -13.3% | 11,598 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,411 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +14.8% | 10,161 | $1.1M |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -10.1% | 7,869 | $890K |
| Cerity Partners LLC | 0.00% | Reduce -1.3% | 7,742 | $875K |
| Robinson Smith Wealth Advisors LLC | 0.69% | No change | 7,623 | $862K |
| Citadel Advisors | 0.00% | Reduce -27.4% | 7,620 | $862K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.14% | Reduce -59.5% | 7,300 | $825K |
| Amarillo National Bank | 0.15% | No change | 7,031 | $795K |
| Focus Partners Wealth | 0.00% | Add +18.1% | 6,914 | $782K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -63.2% | 6,779 | $766K |
| Kelman-Lazarov, Inc. | 0.12% | Reduce -0.8% | 6,432 | $727K |
| Baird Financial Group, Inc. | 0.00% | New | 6,248 | $706K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 6,120 | $692K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.1% | 5,880 | $665K |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 5,606 | $634K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 5,344 | $604K |
| Nadler Financial Group, Inc. | 0.06% | No change | 5,130 | $580K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,969 | $562K |
| Susquehanna International Group, LLP | 0.00% | Add +58.9% | 4,739 | $536K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 4,712 | $533K |
| Montag A & Associates Inc. | 0.03% | Reduce -5.2% | 4,677 | $529K |
| UBS Group AG | 0.00% | Add +413.9% | 4,522 | $511K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 4,225 | $478K |
| Kestra Advisory Services, LLC | 0.00% | Add +39.2% | 4,220 | $477K |
| Spire Wealth Management | 0.02% | No change | 4,180 | $473K |
| Pps&v Asset Management Consultants, Inc. | 0.29% | No change | 4,085 | $462K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 4,000 | $452K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.5% | 3,842 | $434K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.0% | 3,796 | $429K |
| Mariner, LLC | 0.00% | Reduce -20.4% | 3,739 | $423K |
| Altrius Capital Management Inc | 0.10% | Add +1.3% | 3,690 | $417K |
| VestGen Advisors, LLC | 0.02% | No change | 3,566 | $403K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.5% | 3,462 | $391K |
| RS Crum Inc. | 0.09% | No change | 3,415 | $386K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,407 | $385K |
| Novus Advisors, LLC | 0.56% | No change | 3,230 | $365K |
| Webster Bank, N. A. | 0.04% | Reduce -13.4% | 3,030 | $343K |
| Aspen Grove Capital, LLC | 0.06% | Reduce -63.6% | 3,000 | $339K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -10.0% | 2,875 | $325K |
| LGL Partners, LLC | 0.14% | Add +0.4% | 2,902 | $324K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $321K |
| Trust Co. of Vermont | 0.01% | No change | 2,720 | $308K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Add +0.4% | 2,715 | $307K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $304K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,603 | $294K |
| Cwm, LLC | 0.00% | No change | 2,550 | $288K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 2,537 | $287K |
| Creative Planning | 0.00% | No change | 2,492 | $282K |
| HighTower Advisors, LLC | 0.00% | Add +7.0% | 2,430 | $275K |
| &partners | 0.00% | No change | 2,403 | $272K |
| Mezzasalma Advisors, LLC | 0.08% | Add +0.4% | 2,339 | $264K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,278 | $258K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $255K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $240K |
| Blair William & Co. | 0.00% | No change | 2,103 | $238K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,057 | $233K |
| Element Wealth, LLC | 0.11% | Reduce -1.1% | 2,030 | $230K |
| Cladis Investment Advisory, LLC | 0.14% | No change | 2,000 | $226K |
| Augustine Asset Management Inc. | 0.06% | Reduce -4.0% | 1,987 | $225K |
| Sequent Planning LLC | 0.07% | New | 1,951 | $221K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 1,851 | $209K |
| Key Financial Inc | 0.04% | Reduce -10.0% | 1,837 | $208K |
| Mengis Capital Management, Inc. | 0.04% | Reduce -7.6% | 1,820 | $206K |
| Bellevue Asset Management, LLC | 0.08% | Add +0.1% | 1,366 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $154K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $132K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,000 | $113K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $110K |
| Fifth Third Bancorp | 0.00% | No change | 900 | $102K |
| Independence Bank of Kentucky | 0.01% | No change | 775 | $88K |
| Jones Financial Companies LLLP | 0.00% | Add +10.8% | 749 | $84K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $84K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 672 | $76K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $73K |
| FMR LLC | 0.00% | Add +0.2% | 602 | $68K |
| Ameritas Advisory Services, LLC | 0.00% | New | 597 | $67K |
| Lowe Wealth Advisors, LLC | 0.03% | Reduce -7.8% | 591 | $67K |
| ORG Partners LLC | 0.01% | No change | 550 | $63K |
| Bristlecone Advisors, LLC | 0.01% | No change | 529 | $60K |
"% 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.