Advisor Resource Council’s WisdomTree US Value Fund WTV Stock Holding History

Advisor Resource Council’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	$2.77M	Buy	26,801 +4,693	+21%	+$469K	0.78%	21
2026 Q1	$2.09M	Buy	22,108 +452	+2%	+$43.8K	0.68%	23
2025 Q4	$2.1M	Buy	+21,656	New	+$1.99M	0.75%	22
2025 Q3	–	Sell	-18,238	Closed	-$1.58M	–	187
2025 Q2	$1.58M	Sell	18,238 -75,941	-81%	-$6.2M	0.61%	26
2025 Q1	$6.24M	Buy	+94,179	New	+$7.98M	0.5%	48

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Resource Council's WTV Position: Q2 2026 in Review

Advisor Resource Council increased its WisdomTree US Value Fund (WTV) stake by 21% in Q2 2026, buying an estimated $469K and bringing the position to 26,801 shares worth $2.77M. The position accounts for 0.78% of the portfolio, ranked #21.

Advisor Resource Council first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.24M in Q1 2025. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Advisor Resource Council held 26,801 shares of WisdomTree US Value Fund worth $2.77M as of Q2 2026.
Advisor Resource Council bought 4,693 WisdomTree US Value Fund shares in Q2 2026, an estimated $469K.
WisdomTree US Value Fund made up 0.78% of Advisor Resource Council's portfolio in Q2 2026, its #21 holding.
Advisor Resource Council first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
Advisor Resource Council's WisdomTree US Value Fund position peaked at $6.24M in Q1 2025.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.