Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (AIVL)

113 + Investors. Track Smart Money conviction in AIVL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — AIVL

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
113 hedge funds hold AIVL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AIVL is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

32 buying45 selling
Last quarter: 45 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 5 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 11% new
84 out of 113 hedge funds have held AIVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~10 new funds/quarter

9 → 11 → 5 → 7 → 10 new funds/Q
New funds entering each quarter: 11 → 5 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 10% 1-2yr ■ 14% new
Of 113 current holders: 86 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
13 of 113 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AIVL

How many hedge funds hold AIVL — quarterly history vs. share price
Quarterly hedge fund ownership of AIVL vs. share price

Market Analysis: AIVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIVL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: AIVL
2026 Q1 Stats Unlock in 20 days 113 + Investors

Track Smart Money conviction in AIVL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 113 -
13F Shares 846K 897K -5.61%
Total Value $97M $103M -4.98%
New Positions 10 7 +3
Increased Positions 22 24 -2
Closed Positions 10 12 -2
Reduced Positions 35 33 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIVL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIVL. Verified SEC 13F-HR filings.

Top 25 institutional holders of AIVL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Family Wealth, LLC 2.10% 88,075 $10.2M
2 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.62% 23,493 $2.7M
3 WealthBridge Capital Management, LLC 0.56% 21,085 $2.4M
4 MLP3, LLC 0.48% 3,762 $435K
5 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 0.29% 4,085 $473K
6 Well Done, LLC 0.23% 13,337 $1.5M
7 Fingerlakes Wealth Management, Inc. 0.17% 2,259 $261K
8 AMARILLO NATIONAL BANK 0.15% 7,206 $834K
9 Kelman-Lazarov, Inc. 0.11% 6,399 $740K
10 RS CRUM INC. 0.08% 3,415 $395K
11 BELLEVUE ASSET MANAGEMENT, LLC 0.07% 1,271 $147K
12 Mezzasalma Advisors, LLC 0.07% 2,365 $274K
13 AUGUSTINE ASSET MANAGEMENT INC 0.05% 1,987 $230K
14 Sequent Planning LLC 0.05% 1,786 $207K
15 Graves Light Lenhart Wealth, Inc. 0.04% 3,325 $385K
16 Key FInancial Inc 0.04% 1,838 $213K
17 ARCADIA INVESTMENT ADVISORS LLC 0.04% 643 $74K
18 WEBSTER BANK, N. A. 0.03% 2,704 $313K
19 Bravera Wealth 0.03% 488 $56K
20 Bouchey Financial Group Ltd 0.03% 2,840 $345K
21 MONTAG A & ASSOCIATES INC 0.02% 4,228 $489K
22 Apollon Wealth Management, LLC 0.02% 11,593 $1.3M
23 Steigerwald, Gordon & Koch Inc. 0.02% 1,671 $193K
24 Prospera Financial Services Inc 0.02% 10,576 $1.2M
25 McKinley Carter Wealth Services, Inc. 0.02% 2,688 $311K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (AIVL)

What does the Smart Money Trend signal show for AIVL?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AIVL?

More sellers than buyers — 42% buying: Last quarter: 45 funds reduced or exited vs 32 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AIVL holders?

Strong quality — 22% AUM from major funds: 13 of 113 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIVL?

74% of holders stayed for 2+ years: 84 out of 113 hedge funds have held AIVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.