Who owns WisdomTree U.S. AI Enhanced Value Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AIVL from SEC Form 13F filings across 129 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 129 institutions disclosed 822,282 shares of WisdomTree U.S. AI Enhanced Value Fund worth $107.8M — about 26.2% of shares outstanding; the largest disclosed holder is Noble Family Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
129
13F holders
$107.8M
value, 2026 filers
26.2%
of shares outstanding (822,282 sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AIVL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Noble Family Wealth, LLC | 87,291 | $11.4M | 2.0% | 2.8% | -0.9% |
| 2 | MORGAN STANLEY | 80,689 | $10.6M | 0.0% | 2.6% | -0.1% |
| 3 | LPL Financial LLC | 51,487 | $6.8M | 0.0% | 1.6% | +1.4% |
| 4 | OSAIC HOLDINGS, INC. | 30,977 | $4.1M | 0.0% | 1% | +0.4% |
| 5 | ROYAL BANK OF CANADA | 28,612 | $3.8M | 0.0% | 0.9% | +15.4% |
| 6 | Salomon & Ludwin, LLC | 24,856 | $3.2M | 0.3% | 0.8% | -1.7% |
| 7 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 23,362 | $3.1M | 0.6% | 0.7% | -0.6% |
| 8 | WealthBridge Capital Management, LLC | 20,865 | $2.7M | 0.5% | 0.7% | -1.0% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 20,843 | $2.7M | 0.0% | 0.7% | -25.3% |
| 10 | Westside Investment Management, Inc. | 20,811 | $2.7M | 0.4% | 0.7% | -0.7% |
| 11 | RAYMOND JAMES FINANCIAL INC | 17,924 | $2.4M | 0.0% | 0.6% | -3.6% |
| 12 | MAI Capital Management | 16,149 | $2.1M | 0.0% | 0.5% | -0.7% |
| 13 | Integrated Advisors Network LLCNEW | 14,970 | $2.0M | 0.1% | 0.5% | new |
| 14 | Biondo Investment Advisors, LLC | 13,875 | $1.8M | 0.2% | 0.4% | +1.8% |
| 15 | Well Done, LLC | 13,281 | $1.7M | 0.2% | 0.4% | -0.4% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,875 | $1.7M | 0.0% | 0.4% | -33.4% |
| 17 | CAPTRUST FINANCIAL ADVISORS | 12,714 | $1.7M | 0.0% | 0.4% | -4.0% |
| 18 | Global Retirement Partners, LLCNEW | 12,118 | $1.6M | 0.0% | 0.4% | new |
| 19 | Apollon Wealth Management, LLC | 11,533 | $1.5M | 0.0% | 0.4% | -0.5% |
| 20 | Curi Capital, LLC | 11,041 | $1.4M | 0.0% | 0.4% | -5.1% |
| 21 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10,400 | $1.4M | 0.2% | 0.3% | -12.6% |
| 22 | Prospera Financial Services Inc | 10,264 | $1.3M | 0.0% | 0.3% | -3.0% |
| 23 | Mariner, LLC | 9,298 | $1.2M | 0.0% | 0.3% | +121.3% |
| 24 | WELLS FARGO & COMPANY/MN | 9,231 | $1.2M | 0.0% | 0.3% | -16.4% |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,256 | $1.1M | 0.0% | 0.3% | -3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.