Wisdomtree US AI Enhanced VaAIVLETF
13F holders, Q1 2026 (March 31)122holders +4
13new positions
7sold out
2famous investors
$115.84avg. 13F price*
At the end of Q1 2026, 122 institutions reported holding Wisdomtree US AI Enhanced Va (AIVL) in their 13F filings, up 4 from Q4 2025. 13 opened new positions and 7 sold out. The largest holders were Jaffetilchin Investment Partners, LLC ($10.4M), Noble Family Wealth, LLC ($10.2M) and Morgan Stanley ($9.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US AI Enhanced Va
- CUSIP
- 97717W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.0M |
| Exits | 7 | $763K |
All 13F filers, Q4 2025 → Q1 2026: 75,718 shares bought and 31,117 shares sold, net +44,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Jaffetilchin Investment Partners, LLC | 0.62% | Add +0.3% | 90,139 | $10.4M |
| Noble Family Wealth, LLC | 2.10% | Reduce -0.8% | 88,075 | $10.2M |
| Morgan Stanley | 0.00% | Add +1.6% | 80,758 | $9.3M |
| LPL Financial LLC | 0.00% | Add +5.3% | 50,753 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 30,859 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.4% | 27,909 | $3.2M |
| Salomon & Ludwin, LLC | 0.27% | Reduce -0.8% | 25,283 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -30.7% | 24,802 | $2.9M |
| Founders Grove Wealth Partners, LLC | 0.62% | Reduce -4.4% | 23,493 | $2.7M |
| WealthBridge Capital Management, LLC | 0.56% | Add +0.0% | 21,085 | $2.4M |
| Westside Investment Management, Inc. | 0.37% | Add +5887.1% | 20,955 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +358.1% | 19,336 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 18,584 | $2.2M |
| MAI Capital Management | 0.01% | Reduce -0.5% | 16,271 | $1.9M |
| Biondo Investment Advisors, LLC | 0.20% | Add +1.6% | 13,633 | $1.6M |
| Well Done, LLC | 0.23% | Add +1.6% | 13,337 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 13,245 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.19% | Reduce -11.2% | 11,900 | $1.4M |
| Curi Capital, LLC | 0.02% | Reduce -4.2% | 11,633 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -18.2% | 11,593 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 11,037 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.7% | 10,576 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.3% | 8,575 | $992K |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 7,726 | $894K |
| VestGen Advisors, LLC | 0.02% | New | 7,132 | $886K |
| Robinson Smith Wealth Advisors LLC | 0.60% | No change | 7,623 | $882K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,528 | $871K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,399 | $856K |
| Amarillo National Bank | 0.15% | Add +2.5% | 7,206 | $834K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -3.0% | 6,728 | $778K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -0.3% | 6,399 | $740K |
| Dickmeyer Boyce Financial Management, Inc. | 0.43% | — | 6,349 | $735K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 6,120 | $708K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.6% | 5,898 | $683K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 5,868 | $679K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 5,730 | $663K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 5,538 | $641K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.1% | 5,445 | $630K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 5,049 | $580K |
| Decker Wealth Management LLC | 0.13% | Reduce -3.5% | 4,881 | $565K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.0% | 4,827 | $559K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.2% | 4,650 | $538K |
| AQR Capital Management | 0.00% | No change | 4,459 | $516K |
| Montag A & Associates Inc. | 0.02% | No change | 4,228 | $489K |
| Mariner, LLC | 0.00% | Reduce -1.0% | 4,201 | $486K |
| Pps&v Asset Management Consultants, Inc. | 0.29% | No change | 4,085 | $473K |
| Citadel Advisors | 0.00% | Add +58.3% | 4,043 | $468K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,000 | $463K |
| Kintra Wealth, LLC | 0.03% | Add +45.4% | 3,981 | $461K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.4% | 3,881 | $449K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.3% | 3,811 | $441K |
| MLP3, LLC | 0.48% | No change | 3,762 | $435K |
| Nadler Financial Group, Inc. | 0.04% | Reduce -8.0% | 3,730 | $432K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.5% | 3,727 | $431K |
| Creative Planning | 0.00% | No change | 3,507 | $406K |
| RS Crum Inc. | 0.08% | No change | 3,415 | $395K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -2.4% | 3,325 | $385K |
| Aspen Grove Capital, LLC | 0.07% | No change | 3,000 | $347K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,840 | $345K |
| Flow Traders U.S. LLC | 0.01% | New | 2,956 | $342K |
| LGL Partners, LLC | 0.14% | Add +0.3% | 2,937 | $340K |
| &partners | 0.00% | No change | 2,903 | $336K |
| Tradition Wealth Management, LLC | 0.02% | No change | 2,875 | $333K |
| Webster Bank, N. A. | 0.03% | Reduce -10.8% | 2,704 | $313K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,688 | $311K |
| Spire Wealth Management | 0.01% | No change | 2,647 | $306K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 2,493 | $288K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 2,474 | $286K |
| Mezzasalma Advisors, LLC | 0.07% | Add +0.3% | 2,365 | $274K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Reduce -9.9% | 2,259 | $261K |
| Agf Management Ltd. | 0.00% | Reduce -1.8% | 2,215 | $256K |
| Cwm, LLC | 0.00% | Reduce -15.2% | 2,163 | $250K |
| SouthState Bank Corp | 0.01% | No change | 2,124 | $246K |
| Blair William & Co. | 0.00% | No change | 2,103 | $243K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,057 | $237K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 2,000 | $231K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,987 | $230K |
| Key Financial Inc | 0.04% | No change | 1,838 | $213K |
| Merit Financial Group, LLC | 0.00% | New | 1,838 | $213K |
| Sequent Planning LLC | 0.05% | New | 1,786 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +435.2% | 1,734 | $201K |
| Corient Private Wealth LP | 0.00% | Reduce -23.4% | 1,729 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 1,682 | $195K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 1,671 | $193K |
| Bellevue Asset Management, LLC | 0.07% | Add +0.1% | 1,271 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 1,172 | $136K |
| Jones Financial Companies LLLP | 0.00% | Add +37.8% | 1,141 | $130K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,111 | $130K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 1,000 | $116K |
| Clearstead Advisors, LLC | 0.00% | No change | 973 | $113K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 905 | $105K |
| FMR LLC | 0.00% | Add +24.1% | 824 | $95K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 816 | $94K |
| Franklin Resources Inc. | 0.00% | No change | 740 | $86K |
| JPMorgan Chase & Co. | 0.00% | Add +34.3% | 658 | $75K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 643 | $74K |
| Independence Bank of Kentucky | 0.01% | No change | 625 | $72K |
| Bank of Montreal | 0.00% | Reduce -6.8% | 580 | $67K |
| UBS Group AG | 0.00% | Reduce -67.3% | 498 | $58K |
| Bravera Wealth | 0.03% | No change | 488 | $56K |
"% 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.