AmeriFlex Group’s WisdomTree US Value Fund WTV Stock Holding History

AmeriFlex Group’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	$35.7K	Buy	351 +171	+95%	+$17.1K	0.01%	584
2026 Q1	$17.1K	Hold	180	–	–	0.01%	635
2025 Q4	$16.8K	Buy	180 +108	+150%	+$9.91K	0.01%	617
2025 Q3	$6.55K	Sell	72 -62	-46%	-$5.52K	﹤0.01%	863
2025 Q2	$11.5K	Hold	134	–	–	0.01%	680
2025 Q1	$11K	Hold	134	–	–	﹤0.01%	823
2024 Q4	$11.6K	Buy	+134	New	+$11.3K	0.01%	733

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

AmeriFlex Group's WTV Position: Q2 2026 in Review

AmeriFlex Group increased its WisdomTree US Value Fund (WTV) stake by 95% in Q2 2026, buying an estimated $17.1K and bringing the position to 351 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #584.

AmeriFlex Group first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

AmeriFlex Group held 351 shares of WisdomTree US Value Fund worth $35.7K as of Q2 2026.
AmeriFlex Group bought 171 WisdomTree US Value Fund shares in Q2 2026, an estimated $17.1K.
WisdomTree US Value Fund made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #584 holding.
AmeriFlex Group first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.