WisdomTree US AI Enhanced VA ETF (AIVL): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow AIVL for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 132

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$131.13

+13.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of AIVL (all 13F filers)

Jaffetilchin Investment Partners91 KType not verified+379
Noble Family Wealth87 KWealth adviser−784
Morgan Stanley81 KBank or trading desk−69
LPL Financial51 KWealth adviser+734
Osaic Holdings31 KWealth adviser+118
Royal Bank of Canada29 KBank or trading desk+3,810
Salomon & Ludwin25 KType not verified−427
Founders Grove Wealth Partners23 KWealth adviser−131
WealthBridge Capital Management21 KType not verified−220
Commonwealth Equity Services21 KWealth adviser−7,066

Filer	Type
Jaffetilchin Investment Partners	Type not verified	91 K	+379	$11.9M
Noble Family Wealth	Wealth adviser	87 K	−784	$11.4M
Morgan Stanley	Bank or trading desk	81 K	−69	$10.6M
LPL Financial	Wealth adviser	51 K	+734	$6.8M
Osaic Holdings	Wealth adviser	31 K	+118	$4.1M
Royal Bank of Canada	Bank or trading desk	29 K	+3,810	$3.8M
Salomon & Ludwin	Type not verified	25 K	−427	$3.2M
Founders Grove Wealth Partners	Wealth adviser	23 K	−131	$3.1M
WealthBridge Capital Management	Type not verified	21 K	−220	$2.7M
Commonwealth Equity Services	Wealth adviser	21 K	−7,066	$2.7M

Jaffetilchin Investment Partners
Shares
91 K
Change
+379
See more
Type
Type not verified
Value
$11.9M
Noble Family Wealth
Shares
87 K
Change
−784
See more
Type
Wealth adviser
Value
$11.4M
Morgan Stanley
Shares
81 K
Change
−69
See more
Type
Bank or trading desk
Value
$10.6M
LPL Financial
Shares
51 K
Change
+734
See more
Type
Wealth adviser
Value
$6.8M
Osaic Holdings
Shares
31 K
Change
+118
See more
Type
Wealth adviser
Value
$4.1M
Royal Bank of Canada
Shares
29 K
Change
+3,810
See more
Type
Bank or trading desk
Value
$3.8M
Salomon & Ludwin
Shares
25 K
Change
−427
See more
Type
Type not verified
Value
$3.2M
Founders Grove Wealth Partners
Shares
23 K
Change
−131
See more
Type
Wealth adviser
Value
$3.1M
WealthBridge Capital Management
Shares
21 K
Change
−220
See more
Type
Type not verified
Value
$2.7M
Commonwealth Equity Services
Shares
21 K
Change
−7,066
See more
Type
Wealth adviser
Value
$2.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗