Who owns AIVI?
WisdomTree International Al Enhanced Value Fund · WisdomTree
36 institutions reported holding AIVI, worth $15.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AIVI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $2.9M | 50,789 | −6,596 shares |
| LPL Financial LLC | Fort Mill, SC | $2.6M | 46,897 | +2,151 shares |
| BIP Wealth, LLC | Atlanta, GA | $1.9M | 34,027 | +2,741 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.4M | 24,004 | +12,509 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $863K | 15,441 | +55 shares |
| Truvestments Capital LLC | Sarasota, FL | $829K | 14,717 | −264 shares |
| Savant Capital, LLC | Rockford, IL | $550K | 9,960 | +4,980 shares |
| XML Financial, LLC | Bethesda, MD | $503K | 8,938 | −122 shares |
| Citadel Advisors LLC | Miami, FL | $407K | 7,238 | −562 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $336K | 5,960 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AIVI?
36 institutional managers reported holding AIVI in Form 13F filings for June 30, 2026, worth $15.0M in total. The largest reported position was held by Morgan Stanley, at $2.9M.
Did institutions buy or sell AIVI last quarter?
Reported 13F value fell 2.9% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AIVI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.