Anderson Financial Strategies’s WisdomTree US Value Fund WTV Stock Holding History

Anderson Financial Strategies’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	$24.2M	Buy	223,678 +2,270	+1%	+$227K	12.57%	1
2026 Q1	$21.9M	Sell	221,408 -1,102	-0.5%	-$107K	12.05%	1
2025 Q4	$20.8M	Buy	222,510 +1,227	+0.6%	+$113K	12.05%	1
2025 Q3	$20.1M	Sell	221,283 -2,404	-1%	-$214K	11.93%	1
2025 Q2	$19.3M	Buy	223,687 +1,176	+0.5%	+$96K	12.36%	1
2025 Q1	$18.3M	Buy	222,511 +15,099	+7%	+$1.28M	11.18%	1
2024 Q4	$17.3M	Buy	+207,412	New	+$17.5M	10.45%	1

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

Anderson Financial Strategies's WTV Position: Q2 2026 in Review

Anderson Financial Strategies increased its WisdomTree US Value Fund (WTV) stake by 1% in Q2 2026, buying an estimated $227K and bringing the position to 223,678 shares worth $24.2M. The position accounts for 12.57% of the portfolio, ranked #1.

Anderson Financial Strategies first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Anderson Financial Strategies held 223,678 shares of WisdomTree US Value Fund worth $24.2M as of Q2 2026.
Anderson Financial Strategies bought 2,270 WisdomTree US Value Fund shares in Q2 2026, an estimated $227K.
WisdomTree US Value Fund made up 12.57% of Anderson Financial Strategies's portfolio in Q2 2026, its #1 holding.
Anderson Financial Strategies first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.