Ameritas Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

Ameritas Advisory Services’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	$6.75M	Buy	66,393 +48,573	+273%	+$4.85M	0.14%	152
2026 Q1	$1.69M	Sell	17,820 -2,949	-14%	-$286K	0.07%	256
2025 Q4	$1.94M	Buy	20,769 +19,104	+1,147%	+$1.75M	0.07%	231
2025 Q3	$152K	Sell	1,665 -4,320	-72%	-$385K	0.01%	699
2025 Q2	$517K	Buy	5,985 +3,166	+112%	+$258K	0.03%	500
2025 Q1	$233K	Buy	+2,819	New	+$239K	0.01%	774

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 $103B AUM 28.65% 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

Ameritas Advisory Services's WTV Position: Q2 2026 in Review

Ameritas Advisory Services increased its WisdomTree US Value Fund (WTV) stake by 273% in Q2 2026, buying an estimated $4.85M and bringing the position to 66,393 shares worth $6.75M. The position accounts for 0.14% of the portfolio, ranked #152.

Ameritas Advisory Services first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Ameritas Advisory Services held 66,393 shares of WisdomTree US Value Fund worth $6.75M as of Q2 2026.
Ameritas Advisory Services bought 48,573 WisdomTree US Value Fund shares in Q2 2026, an estimated $4.85M.
WisdomTree US Value Fund made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #152 holding.
Ameritas Advisory Services first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.