Ameritas Investment Partners’s WisdomTree US Value Fund WTV Stock Holding History

Ameritas Investment Partners’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	$17.7M	Buy	173,587 +8,727	+5%	+$872K	0.47%	34
2026 Q1	$15.6M	Sell	164,860 -2,817	-2%	-$273K	0.48%	29
2025 Q4	$15.6M	Buy	167,677 +7,244	+5%	+$664K	0.48%	28
2025 Q3	$14.6M	Buy	160,433 +40,769	+34%	+$3.63M	0.45%	27
2025 Q2	$10.3M	Buy	119,664 +7,929	+7%	+$647K	0.33%	41
2025 Q1	$9.18M	Buy	+111,735	New	+$9.46M	0.32%	45

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 Investment Partners's WTV Position: Q2 2026 in Review

Ameritas Investment Partners increased its WisdomTree US Value Fund (WTV) stake by 5.3% in Q2 2026, buying an estimated $872K and bringing the position to 173,587 shares worth $17.7M. The position accounts for 0.47% of the portfolio, ranked #34.

Ameritas Investment Partners 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 Investment Partners held 173,587 shares of WisdomTree US Value Fund worth $17.7M as of Q2 2026.
Ameritas Investment Partners bought 8,727 WisdomTree US Value Fund shares in Q2 2026, an estimated $872K.
WisdomTree US Value Fund made up 0.47% of Ameritas Investment Partners's portfolio in Q2 2026, its #34 holding.
Ameritas Investment Partners 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 Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.