WISDOMTREE US AI ENHANCED VA (AIVL) Institutional Shareholders
WISDOMTREE US AI ENHANCED VA (AIVL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $114.85M in AIVL holdings during the latest filing period.
Noble Family Wealth, Llc is currently the largest disclosed institutional shareholder of AIVL tracked by InsiderSet, reporting ownership valued at approximately $11.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.40M, representing an estimated loss of -0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed AIVL value among the investors covered in this analysis. Major shareholders include Noble Family Wealth, Llc, Morgan Stanley, Jaffetilchin Investment Partners, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US AI ENHANCED VA (AIVL).
This page ranks the largest institutional AIVL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
124
Total Reported Value
$114.85M
Largest Holder
Noble Family Wealth, Llc
Largest Position
$11.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Noble Family Wealth, Llc | 2.05% | 87,291 | $11,446,583 | $11,395,177 | -$51,406 | -0.45% | |
| Morgan Stanley | 0.00% | 80,689 | $10,581,025 | $10,533,336 | -$47,689 | -0.45% | |
| Jaffetilchin Investment Partners, Llc | 0.62% | 90,139 | $10,429,928 | $11,766,961 | +$1,337,033 | +12.82% | |
| Lpl Financial Llc | 0.00% | 51,487 | $6,751,553 | $6,721,237 | -$30,316 | -0.45% | |
| Osaic Holdings, Inc. | 0.00% | 30,977 | $4,062,389 | $4,043,812 | -$18,577 | -0.46% | |
| Royal Bank Of Canada | 0.00% | 28,612 | $3,753,000 | $3,735,079 | -$17,921 | -0.48% | |
| Salomon & Ludwin, Llc | 0.27% | 24,856 | $3,233,766 | $3,244,762 | +$10,996 | +0.34% | |
| Founders Grove Wealth Partners, Llc | 0.61% | 23,362 | $3,063,489 | $3,049,732 | -$13,757 | -0.45% | |
| Wealthbridge Capital Management, Llc | 0.54% | 20,865 | $2,736,085 | $2,723,767 | -$12,318 | -0.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,843 | $2,733,209 | $2,720,895 | -$12,314 | -0.45% | |
| Westside Investment Management, Inc. | 0.36% | 20,811 | $2,729,063 | $2,716,718 | -$12,345 | -0.45% | |
| Raymond James Financial Inc | 0.00% | 17,924 | $2,350,339 | $2,339,842 | -$10,497 | -0.45% | |
| Mai Capital Management | 0.01% | 16,149 | $2,117,640 | $2,108,129 | -$9,511 | -0.45% | |
| Integrated Advisors Network Llc | 0.09% | 14,970 | $1,963,036 | $1,954,220 | -$8,816 | -0.45% | |
| Biondo Investment Advisors, Llc | 0.22% | 13,875 | $1,819,447 | $1,811,276 | -$8,171 | -0.45% | |
| Well Done, Llc | 0.23% | 13,281 | $1,741,554 | $1,733,734 | -$7,820 | -0.45% | |
| Susquehanna International Group, Llp | 0.00% | 12,875 | $1,688,315 | $1,680,733 | -$7,582 | -0.45% | |
| Captrust Financial Advisors | 0.00% | 12,714 | $1,667,211 | $1,659,716 | -$7,495 | -0.45% | |
| Apollon Wealth Management, Llc | 0.02% | 11,533 | $1,512,304 | $1,505,545 | -$6,759 | -0.45% | |
| Curi Capital, Llc | 0.02% | 11,041 | $1,447,821 | $1,441,319 | -$6,502 | -0.45% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 0.16% | 10,400 | $1,363,766 | $1,357,641 | -$6,125 | -0.45% | |
| Prospera Financial Services Inc | 0.02% | 10,264 | $1,346,096 | $1,339,887 | -$6,209 | -0.46% | |
| Mariner, Llc | 0.00% | 9,298 | $1,219,247 | $1,213,783 | -$5,464 | -0.45% | |
| Wells Fargo & Company/Mn | 0.00% | 9,231 | $1,210,392 | $1,205,037 | -$5,355 | -0.44% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 8,256 | $1,082,620 | $1,077,758 | -$4,862 | -0.45% | |
| Cerity Partners Llc | 0.00% | 7,747 | $1,015,811 | $1,011,312 | -$4,499 | -0.44% | |
| Janney Montgomery Scott Llc | 0.00% | 7,519 | $986,000 | $981,548 | -$4,452 | -0.45% | |
| Robinson Smith Wealth Advisors Llc | 0.57% | 7,316 | $959,321 | $955,048 | -$4,273 | -0.45% | |
| Amarillo National Bank | 0.15% | 7,031 | $921,984 | $917,844 | -$4,140 | -0.45% | |
| Institute For Wealth Management, Llc. | 0.08% | 6,713 | $880,285 | $876,331 | -$3,954 | -0.45% | |
| Kelman-Lazarov, Inc. | 0.11% | 6,387 | $837,588 | $833,774 | -$3,814 | -0.46% | |
| Dickmeyer Boyce Financial Management, Inc. | 0.42% | 6,190 | $811,756 | $808,057 | -$3,699 | -0.46% | |
| Envestnet Asset Management Inc | 0.00% | 5,877 | $770,635 | $767,198 | -$3,437 | -0.45% | |
| Mercer Global Advisors Inc | 0.00% | 5,722 | $750,366 | $746,964 | -$3,402 | -0.45% | |
| Baird Financial Group, Inc. | 0.00% | 5,697 | $747,055 | $743,700 | -$3,355 | -0.45% | |
| Cetera Investment Advisers | 0.00% | 5,671 | $743,641 | $740,306 | -$3,335 | -0.45% | |
| Perigon Wealth Management, Llc | 0.01% | 5,540 | $726,517 | $723,205 | -$3,312 | -0.46% | |
| Arax Advisory Partners | 0.00% | 5,324 | $698,143 | $695,008 | -$3,135 | -0.45% | |
| Focus Partners Wealth | 0.00% | 4,852 | $636,209 | $633,392 | -$2,817 | -0.44% | |
| Jane Street Group, Llc | 0.00% | 4,845 | $635,331 | $632,478 | -$2,853 | -0.45% | |
| Decker Wealth Management Llc | 0.13% | 4,766 | $624,972 | $622,165 | -$2,807 | -0.45% | |
| Aqr Capital Management Llc | 0.00% | 4,459 | $584,714 | $582,089 | -$2,625 | -0.45% | |
| Flow Traders U.S. Llc | 0.02% | 4,268 | $560,000 | $557,155 | -$2,845 | -0.51% | |
| Kintra Wealth, Llc | 0.03% | 4,013 | $545,614 | $523,867 | -$21,747 | -3.99% | |
| Onedigital Investment Advisors Llc | 0.00% | 4,000 | $524,525 | $522,170 | -$2,355 | -0.45% | |
| Newedge Advisors, Llc | 0.00% | 3,951 | $518,084 | $515,773 | -$2,311 | -0.45% | |
| Waverly Advisors, Llc | 0.00% | 3,882 | $509,026 | $506,766 | -$2,260 | -0.44% | |
| Cahill Financial Advisors Inc | 0.05% | 3,823 | $501,371 | $499,064 | -$2,307 | -0.46% | |
| Montag A & Associates Inc | 0.02% | 4,228 | $489,219 | $551,933 | +$62,714 | +12.82% | |
| Nadler Financial Group, Inc. | 0.04% | 3,730 | $489,120 | $486,923 | -$2,197 | -0.45% |
Frequently asked questions about AIVL
Who owns the most AIVL stock?
The largest holders of AIVL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US AI ENHANCED VA (AIVL).
Is AIVL widely held by superinvestors?
Many widely followed stocks like AIVL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AIVL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.