AIVL Institutional Ownership & Shareholders
WISDOMTREE US AI ENHANCED VA (AIVL) is currently held by 123 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $115.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jaffetilchin Investment Partners, Llc is currently the largest disclosed institutional shareholder of AIVL tracked by InsiderSet, reporting ownership valued at approximately $11.87M 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 $12.17M, representing an estimated gain of +2.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed AIVL value among the investors covered in this analysis. Major shareholders include Jaffetilchin Investment Partners, Llc, Noble Family Wealth, Llc, Morgan Stanley, 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
123
Total Reported Value
$115.90M
Largest Holder
Jaffetilchin Investment Partners, Llc
Largest Position
$11.87M
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 |
|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, Llc | 0.63% | 90,518 | $11,869,806 | $12,174,037 | +$304,231 | +2.56% | |
| Noble Family Wealth, Llc | 2.01% | 87,229 | $11,160,384 | $11,731,690 | +$571,306 | +5.12% | |
| Morgan Stanley | 0.00% | 80,689 | $10,581,025 | $10,852,106 | +$271,081 | +2.56% | |
| Lpl Financial Llc | 0.00% | 51,487 | $6,751,553 | $6,924,641 | +$173,088 | +2.56% | |
| Osaic Holdings, Inc. | 0.00% | 30,977 | $4,062,389 | $4,166,190 | +$103,801 | +2.56% | |
| Royal Bank Of Canada | 0.00% | 28,612 | $3,753,000 | $3,848,114 | +$95,114 | +2.53% | |
| Salomon & Ludwin, Llc | 0.26% | 24,743 | $3,165,706 | $3,327,760 | +$162,054 | +5.12% | |
| Founders Grove Wealth Partners, Llc | 0.59% | 23,194 | $2,967,522 | $3,119,431 | +$151,909 | +5.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,843 | $2,733,209 | $2,803,238 | +$70,029 | +2.56% | |
| Westside Investment Management, Inc. | 0.36% | 20,811 | $2,729,063 | $2,798,934 | +$69,871 | +2.56% | |
| Wealthbridge Capital Management, Llc | 0.52% | 20,885 | $2,672,081 | $2,808,886 | +$136,805 | +5.12% | |
| Raymond James Financial Inc | 0.00% | 17,924 | $2,350,339 | $2,410,653 | +$60,314 | +2.57% | |
| Mai Capital Management | 0.01% | 16,149 | $2,117,640 | $2,171,927 | +$54,287 | +2.56% | |
| Integrated Advisors Network Llc | 0.09% | 14,970 | $1,915,315 | $2,013,360 | +$98,045 | +5.12% | |
| Biondo Investment Advisors, Llc | 0.22% | 13,875 | $1,819,447 | $1,866,090 | +$46,643 | +2.56% | |
| Well Done, Llc | 0.23% | 13,211 | $1,690,310 | $1,776,787 | +$86,477 | +5.12% | |
| Susquehanna International Group, Llp | 0.00% | 12,875 | $1,688,315 | $1,731,597 | +$43,282 | +2.56% | |
| Captrust Financial Advisors | 0.00% | 12,714 | $1,667,211 | $1,709,944 | +$42,733 | +2.56% | |
| Apollon Wealth Management, Llc | 0.02% | 11,348 | $1,451,963 | $1,526,227 | +$74,264 | +5.11% | |
| Curi Capital, Llc | 0.02% | 11,041 | $1,447,821 | $1,484,937 | +$37,116 | +2.56% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 0.16% | 10,400 | $1,363,766 | $1,398,727 | +$34,961 | +2.56% | |
| Prospera Financial Services Inc | 0.02% | 10,264 | $1,346,096 | $1,380,436 | +$34,340 | +2.55% | |
| Mariner, Llc | 0.00% | 9,298 | $1,219,247 | $1,250,516 | +$31,269 | +2.56% | |
| Wells Fargo & Company/Mn | 0.00% | 9,231 | $1,210,392 | $1,241,505 | +$31,113 | +2.57% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 8,256 | $1,082,620 | $1,110,374 | +$27,754 | +2.56% | |
| Cerity Partners Llc | 0.00% | 7,747 | $1,015,811 | $1,041,917 | +$26,106 | +2.57% | |
| Janney Montgomery Scott Llc | 0.00% | 7,519 | $986,000 | $1,011,253 | +$25,253 | +2.56% | |
| Robinson Smith Wealth Advisors Llc | 0.56% | 7,124 | $911,434 | $958,128 | +$46,694 | +5.12% | |
| Amarillo National Bank | 0.15% | 7,031 | $899,571 | $945,620 | +$46,049 | +5.12% | |
| Institute For Wealth Management, Llc. | 0.08% | 6,713 | $880,285 | $902,852 | +$22,567 | +2.56% | |
| Kelman-Lazarov, Inc. | 0.11% | 6,387 | $837,588 | $859,007 | +$21,419 | +2.56% | |
| Envestnet Asset Management Inc | 0.00% | 5,877 | $770,635 | $790,415 | +$19,780 | +2.57% | |
| Mercer Global Advisors Inc | 0.00% | 5,722 | $750,366 | $769,569 | +$19,203 | +2.56% | |
| Baird Financial Group, Inc. | 0.00% | 5,697 | $747,055 | $766,207 | +$19,152 | +2.56% | |
| Cetera Investment Advisers | 0.00% | 5,671 | $743,641 | $762,710 | +$19,069 | +2.56% | |
| Dickmeyer Boyce Financial Management, Inc. | 0.37% | 5,639 | $721,431 | $758,406 | +$36,975 | +5.13% | |
| Perigon Wealth Management, Llc | 0.01% | 5,493 | $702,785 | $738,770 | +$35,985 | +5.12% | |
| Arax Advisory Partners | 0.00% | 5,324 | $698,143 | $716,041 | +$17,898 | +2.56% | |
| Focus Partners Wealth | 0.00% | 4,852 | $636,209 | $652,560 | +$16,351 | +2.57% | |
| Jane Street Group, Llc | 0.00% | 4,845 | $635,331 | $651,619 | +$16,288 | +2.56% | |
| Aqr Capital Management Llc | 0.00% | 4,459 | $584,714 | $599,704 | +$14,990 | +2.56% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,523 | $578,674 | $608,312 | +$29,638 | +5.12% | |
| Decker Wealth Management Llc | 0.12% | 4,516 | $577,793 | $607,370 | +$29,577 | +5.12% | |
| Flow Traders U.S. Llc | 0.02% | 4,268 | $560,000 | $574,016 | +$14,016 | +2.50% | |
| Kintra Wealth, Llc | 0.03% | 4,013 | $545,614 | $539,720 | -$5,894 | -1.08% | |
| Onedigital Investment Advisors Llc | 0.00% | 4,000 | $524,525 | $537,972 | +$13,447 | +2.56% | |
| Newedge Advisors, Llc | 0.00% | 3,951 | $518,084 | $531,382 | +$13,298 | +2.57% | |
| Waverly Advisors, Llc | 0.00% | 3,882 | $509,026 | $522,102 | +$13,076 | +2.57% | |
| Cahill Financial Advisors Inc | 0.05% | 3,823 | $501,371 | $514,167 | +$12,796 | +2.55% | |
| Performance Wealth Partners, Llc | 0.01% | 3,727 | $488,726 | $501,255 | +$12,529 | +2.56% |
Frequently asked questions about AIVL
Who are the largest institutional holders of AIVL?
The largest institutional holders of AIVL reported in the latest SEC Form 13F filings include Jaffetilchin Investment Partners, Llc, Noble Family Wealth, Llc, Morgan Stanley, Lpl Financial Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported AIVL position.
What is AIVL institutional ownership?
This page tracks AIVL positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US AI ENHANCED VA (AIVL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIVL?
InsiderSet currently tracks 123 institutional managers reporting AIVL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIVL shareholders.
How much AIVL stock do institutions own?
Institutional investment managers disclosed approximately $115.90M in AIVL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIVL institutional ownership last updated?
The latest AIVL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIVL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIVL position after the reporting date.
Are institutions buying or selling AIVL?
Institutional buying and selling can be analyzed by comparing AIVL positions across consecutive 13F reporting periods. InsiderSet's AIVL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIVL ownership changes.
How has AIVL institutional ownership changed over time?
InsiderSet tracks AIVL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.