Armis Advisers’s WisdomTree US Value Fund WTV Stock Holding History

Armis Advisers’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	$382K	Sell	3,692 -502	-12%	-$50.2K	0.04%	320
2026 Q1	$416K	Sell	4,194 -205	-5%	-$19.9K	0.04%	283
2025 Q4	$411K	Buy	+4,399	New	+$404K	0.05%	264
2025 Q3	–	Sell	-11,964	Closed	-$1.03M	–	508
2025 Q2	$1.03M	Sell	11,964 -2,921	-20%	-$238K	0.08%	185
2025 Q1	$1.22M	Buy	+14,885	New	+$1.26M	0.11%	141

Other funds holding WTV

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Armis Advisers's WTV Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree US Value Fund (WTV) stake by 12% in Q2 2026, selling an estimated $50.2K and leaving 3,692 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #320.

Armis Advisers first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2025. 46 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Armis Advisers held 3,692 shares of WisdomTree US Value Fund worth $382K as of Q2 2026.
Armis Advisers sold 502 WisdomTree US Value Fund shares in Q2 2026, an estimated $50.2K.
WisdomTree US Value Fund made up 0.04% of Armis Advisers's portfolio in Q2 2026, its #320 holding.
Armis Advisers first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
Armis Advisers's WisdomTree US Value Fund position peaked at $1.22M in Q1 2025.
46 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.