AWM
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Abound Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Abound Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.54K Hold
84
– – ﹤0.01% 500
2026
Q1 		$7.96K Buy
+84
New +$8.13K ﹤0.01% 611

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Abound Wealth Management's WTV Position: Q2 2026 in Review

Abound Wealth Management held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 84 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Abound Wealth Management first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Abound Wealth Management held 84 shares of WisdomTree US Value Fund worth $8.54K as of Q2 2026.
  • Abound Wealth Management left its WisdomTree US Value Fund share count unchanged in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Abound Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.