AIVLWISDOMTREE TR
CUSIP 97717W406 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (AIVL) has 121 institutional holders in Filings Flow’s 13F database, together reporting 894.1K shares worth $104M as of Q1 2026. The largest reported holders are Jaffetilchin Investment Partners, LLC, Noble Family Wealth, LLC, and Morgan Stanley.
Institutional Holders
120
Q1 2026
Reported Value
$104M
Ticker
AIVL
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Noble Family Wealth, LLC$484M AUM | 2.10% | $10M | 88.1K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.62% | $10M | 90.1K | Q1 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.62% | $3M | 23.5K | Q1 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 0.60% | $882,020 | 7.6K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.56% | $2M | 21.1K | Q1 2026 |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.43% | $734,642 | 6.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.37% | $2M | 21.0K | Q1 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$185M AUM | 0.29% | $472,672 | 4.1K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.27% | $3M | 25.3K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.23% | $2M | 13.3K | Q1 2026 |
| Biondo Investment Advisors, LLC$780M AUM | 0.20% | $2M | 13.6K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.19% | $1M | 11.9K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.17% | $261,359 | 2.3K | Q1 2026 |
| Avant Capital LLC$142M AUM | 0.16% | $232,970 | 2.0K | Q4 2025OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.15% | $833,801 | 7.2K | Q1 2026 |
| LGL PARTNERS, LLC$243M AUM | 0.14% | $339,854 | 2.9K | Q1 2026 |
| Decker Wealth Management LLC$456M AUM | 0.13% | $581,339 | 5.1K | Q1 2026 |
| Cladis Investment Advisory, LLC$182M AUM | 0.13% | $231,419 | 2.0K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.11% | $740,444 | 6.4K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.11% | $229,516 | 2.0K | Q2 2025OLDER |
| Altrius Capital Management Inc$503M AUM | 0.10% | $417,199 | 3.7K | Q2 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.08% | $778,493 | 6.7K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.08% | $708,141 | 6.1K | Q1 2026 |
| RS CRUM INC.$517M AUM | 0.08% | $395,148 | 3.4K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.07% | $147,134 | 1.3K | Q1 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.07% | $273,635 | 2.4K | Q1 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.07% | $347,128 | 3.0K | Q1 2026 |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 0.05% | $229,942 | 2.0K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.05% | $206,694 | 1.8K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.05% | $441,015 | 3.8K | Q1 2026 |
| Nadler Financial Group, Inc.$1.0B AUM | 0.04% | $431,596 | 3.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.04% | $384,733 | 3.3K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.04% | $212,680 | 1.8K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.04% | $46,052 | 398 | Q1 2026 |
| ARCADIA INVESTMENT ADVISORS LLC$212M AUM | 0.04% | $74,402 | 643 | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $460,663 | 4.0K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $312,878 | 2.7K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.03% | $3M | 27.0K | Q2 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.03% | $43,391 | 375 | Q1 2026 |
| Bravera Wealth$222M AUM | 0.03% | $56,466 | 488 | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.03% | $344,952 | 2.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 12.1K | Q4 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.02% | $67,537 | 591 | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 11.6K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $332,664 | 2.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $886,035 | 7.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.02% | $489,219 | 4.2K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 11.6K | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.02% | $193,398 | 1.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 10.6K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.02% | $311,025 | 2.7K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $62,566 | 550 | Q2 2025OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.01% | $431,249 | 3.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $640,757 | 5.5K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.01% | $245,767 | 2.1K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $236,524 | 2.1K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.01% | $264,454 | 2.3K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $2M | 16.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $306,285 | 2.6K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $35,754 | 309 | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.01% | $72,318 | 625 | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $26,151 | 226 | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.01% | $13,538 | 117 | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.01% | $22,613 | 200 | Q2 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.01% | $35,432 | 306 | Q1 2026 |
| Glassman Wealth Services$736M AUM | 0.01% | $41,308 | 357 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 30.9K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $211,780 | 1.9K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $194,623 | 1.7K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.01% | $59,810 | 529 | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $992,207 | 8.6K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $462,837 | 4.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 27.9K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $29,274 | 253 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $52,763 | 456 | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $202,710 | 1.8K | Q4 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $40,987 | 354 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $449,107 | 3.9K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $40,928 | 362 | Q2 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $17,588 | 152 | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $33,920 | 295 | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 13.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $104,717 | 905 | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $37,027 | 320 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $135,611 | 1.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $538,073 | 4.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $555,160 | 4.8K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $33,093 | 286 | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $47,210 | 408 | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $5,785 | 50 | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $335,904 | 2.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $212,659 | 1.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 50.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $893,942 | 7.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $129,776 | 1.1K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $256,296 | 2.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $682,511 | 5.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $16,227 | 142 | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $7,405 | 64 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $112,586 | 973 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $200,640 | 1.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $629,996 | 5.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $56,442 | 494 | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $6,749 | 58 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $678,946 | 5.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $243,337 | 2.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 18.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $250,279 | 2.2K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $580,158 | 5.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $486,128 | 4.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 79.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 24.8K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,021 | 52 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $286,207 | 2.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $91,421 | 800 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $200,063 | 1.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,141 | 150 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $405,793 | 3.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $156,948 | 1.4K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $288,493 | 2.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 19.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 11.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $515,948 | 4.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $43,434 | 375 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $856,148 | 7.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 9.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $94,419 | 816 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $32,746 | 283 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $130,397 | 1.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $277,702 | 2.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $67,111 | 580 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $85,625 | 740 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $15,505 | 134 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $57,623 | 498 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,802 | 102 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,003 | 87 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $95,397 | 824 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $74,742 | 658 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38,288 | 333 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.