Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q4 2025 (December 31)118holders +1
9new positions
10sold out
2famous investors
$115.06avg. 13F price*
At the end of Q4 2025, 118 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 1 from Q3 2025. 9 opened new positions and 10 sold out. The largest holders were Jaffetilchin Investment Partners, LLC ($10.3M), Noble Family Wealth, LLC ($10.2M) and Morgan Stanley ($9.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 10 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 29,567 shares bought and 83,750 shares sold, net −54,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Jaffetilchin Investment Partners, LLC | 0.60% | Add +0.5% | 89,862 | $10.3M |
| Noble Family Wealth, LLC | 2.15% | Reduce -0.2% | 88,825 | $10.2M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 79,464 | $9.1M |
| LPL Financial LLC | 0.00% | Add +17.7% | 48,178 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 35,769 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.5% | 30,925 | $3.6M |
| Salomon & Ludwin, LLC | 0.26% | Reduce -1.0% | 25,498 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.8% | 25,741 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.64% | Reduce -0.6% | 24,579 | $2.8M |
| WealthBridge Capital Management, LLC | 0.55% | Reduce -0.1% | 21,082 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 20,276 | $2.3M |
| MAI Capital Management | 0.01% | Reduce -0.5% | 16,353 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.1% | 14,176 | $1.6M |
| Biondo Investment Advisors, LLC | 0.19% | Add +5.8% | 13,418 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.21% | Add +83.6% | 13,400 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 13,198 | $1.5M |
| Well Done, LLC | 0.23% | Reduce -1.6% | 13,125 | $1.5M |
| Curi Capital, LLC | 0.02% | No change | 12,143 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | No change | 12,118 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -5.3% | 10,980 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 10,361 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.4% | 8,063 | $927K |
| Cerity Partners LLC | 0.00% | Add +3.3% | 7,974 | $917K |
| Robinson Smith Wealth Advisors LLC | 0.60% | No change | 7,623 | $876K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.0% | 7,528 | $866K |
| Amarillo National Bank | 0.14% | No change | 7,031 | $808K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -4.2% | 6,936 | $798K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.2% | 6,420 | $738K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 6,120 | $735K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,247 | $718K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 5,736 | $660K |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 5,667 | $652K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 5,622 | $646K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 5,536 | $636K |
| Decker Wealth Management LLC | 0.13% | — | 5,056 | $581K |
| Focus Partners Wealth | 0.00% | Reduce -1.1% | 5,043 | $580K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.2% | 4,828 | $555K |
| AQR Capital Management | 0.00% | No change | 4,459 | $513K |
| Mariner, LLC | 0.00% | Add +0.1% | 4,242 | $488K |
| Montag A & Associates Inc. | 0.02% | Add +9.0% | 4,228 | $486K |
| Susquehanna International Group, LLP | 0.00% | New | 4,221 | $485K |
| Pps&v Asset Management Consultants, Inc. | 0.27% | No change | 4,085 | $470K |
| Nadler Financial Group, Inc. | 0.04% | Reduce -21.0% | 4,055 | $466K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,000 | $460K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.7% | 3,937 | $453K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.4% | 3,822 | $439K |
| MLP3, LLC | 0.47% | — | 3,762 | $433K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.1% | 3,747 | $431K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 3,745 | $431K |
| Creative Planning | 0.00% | No change | 3,507 | $403K |
| RS Crum Inc. | 0.08% | No change | 3,415 | $393K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,407 | $392K |
| Webster Bank, N. A. | 0.03% | No change | 3,030 | $348K |
| Aspen Grove Capital, LLC | 0.06% | No change | 3,000 | $345K |
| LGL Partners, LLC | 0.14% | Add +0.5% | 2,928 | $337K |
| &partners | 0.00% | No change | 2,903 | $334K |
| Tradition Wealth Management, LLC | 0.02% | No change | 2,875 | $331K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,840 | $327K |
| Kintra Wealth, LLC | 0.04% | New | 2,739 | $315K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $309K |
| Spire Wealth Management | 0.01% | Reduce -36.7% | 2,647 | $304K |
| Citadel Advisors | 0.00% | Reduce -89.1% | 2,554 | $294K |
| Cwm, LLC | 0.00% | No change | 2,550 | $293K |
| Fingerlakes Wealth Management, Inc. | 0.18% | Add +0.5% | 2,507 | $288K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 2,492 | $286K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 2,472 | $284K |
| Mezzasalma Advisors, LLC | 0.07% | Add +0.4% | 2,358 | $272K |
| Trust Co. of Vermont | 0.01% | No change | 2,300 | $264K |
| Corient Private Wealth LP | 0.00% | New | 2,256 | $260K |
| Agf Management Ltd. | 0.00% | No change | 2,255 | $259K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $244K |
| Blair William & Co. | 0.00% | No change | 2,103 | $242K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,057 | $237K |
| Avant Capital LLC | 0.16% | Reduce -3.5% | 2,026 | $233K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 2,000 | $230K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,987 | $228K |
| Key Financial Inc | 0.04% | Add +0.1% | 1,838 | $211K |
| Mengis Capital Management, Inc. | 0.04% | No change | 1,795 | $206K |
| Axxcess Wealth Management, LLC | 0.00% | New | 1,763 | $203K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,671 | $192K |
| UBS Group AG | 0.00% | Reduce -65.0% | 1,525 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,365 | $157K |
| Bellevue Asset Management, LLC | 0.05% | Reduce -7.2% | 1,270 | $146K |
| Harbour Investments, Inc. | 0.00% | No change | 1,170 | $135K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,111 | $128K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 1,000 | $115K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $112K |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 828 | $95K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 816 | $94K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $85K |
| FMR LLC | 0.00% | Add +10.3% | 664 | $76K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 643 | $74K |
| Independence Bank of Kentucky | 0.01% | No change | 625 | $72K |
| Bank of Montreal | 0.00% | Reduce -6.0% | 622 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.0% | 490 | $56K |
| Bravera Wealth | 0.03% | — | 488 | $56K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -10.5% | 385 | $44K |
| Glassman Wealth Services | 0.01% | No change | 357 | $41K |
| Anchor Investment Management, LLC | 0.00% | Add +0.6% | 353 | $41K |
| Westside Investment Management, Inc. | 0.01% | Reduce -98.3% | 350 | $40K |
"% 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.