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AlphaCore Capital’s WisdomTree US Value Fund WTV Stock Holding History

AlphaCore Capital’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
Q1 		– Sell
-150
Closed -$14K – 1524
2025
Q4 		$14K Buy
+150
New +$13.8K ﹤0.01% 1291

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Raymond James Financial
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlphaCore Capital's WTV Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree US Value Fund (WTV) in Q1 2026, closing a stake of 150 shares — an estimated $14K sold.

AlphaCore Capital first reported a position in WTV in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • AlphaCore Capital reported no remaining WisdomTree US Value Fund position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 150 WisdomTree US Value Fund shares in Q1 2026, an estimated $14K.
  • AlphaCore Capital first reported a position in WisdomTree US Value Fund in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's WisdomTree US Value Fund position peaked at $14K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.