Arkadios Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Arkadios Wealth Advisors’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	$2.38M	Buy	23,377 +2,897	+14%	+$289K	0.04%	473
2026 Q1	$1.94M	Buy	20,480 +6,807	+50%	+$659K	0.03%	517
2025 Q4	$1.28M	Sell	13,673 -1,464	-10%	-$134K	0.02%	602
2025 Q3	$1.38M	Buy	15,137 +995	+7%	+$88.7K	0.03%	525
2025 Q2	$1.22M	Buy	14,142 +8,614	+156%	+$703K	0.04%	494
2025 Q1	$454K	Buy	+5,528	New	+$468K	0.02%	740

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

Arkadios Wealth Advisors's WTV Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree US Value Fund (WTV) stake by 14% in Q2 2026, buying an estimated $289K and bringing the position to 23,377 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #473.

Arkadios Wealth Advisors 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.

Arkadios Wealth Advisors held 23,377 shares of WisdomTree US Value Fund worth $2.38M as of Q2 2026.
Arkadios Wealth Advisors bought 2,897 WisdomTree US Value Fund shares in Q2 2026, an estimated $289K.
WisdomTree US Value Fund made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #473 holding.
Arkadios Wealth Advisors 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.