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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anderson Financial Strategies's WTV Position: Q1 2026 in Review

Anderson Financial Strategies reduced its WisdomTree US Value Fund (WTV) stake by 0.5% in Q1 2026, selling an estimated $107K and leaving 221,408 shares worth $21.9M. The position accounts for 12.05% of the portfolio, ranked #1.

Anderson Financial Strategies first reported a position in WTV in Q4 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Anderson Financial Strategies held 221,408 shares of WisdomTree US Value Fund worth $21.9M as of Q1 2026.
Anderson Financial Strategies sold 1,102 WisdomTree US Value Fund shares in Q1 2026, an estimated $107K.
WisdomTree US Value Fund made up 12.05% of Anderson Financial Strategies's portfolio in Q1 2026, its #1 holding.
Anderson Financial Strategies first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.