Atria Investments’s WisdomTree US Value Fund WTV Stock Holding History

Atria Investments’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	$500K	Sell	4,918 -195	-4%	-$19.5K	0.01%	1515
2026 Q1	$484K	Buy	5,113 +374	+8%	+$36.2K	0.01%	1465
2025 Q4	$442K	Sell	4,739 -5,986	-56%	-$549K	0.01%	1518
2025 Q3	$976K	Buy	10,725 +6,849	+177%	+$610K	0.01%	1068
2025 Q2	$335K	Sell	3,876 -29,378	-88%	-$2.4M	﹤0.01%	1652
2025 Q1	$2.73M	Buy	+33,254	New	+$2.82M	0.04%	579

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

Atria Investments's WTV Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree US Value Fund (WTV) stake by 3.8% in Q2 2026, selling an estimated $19.5K and leaving 4,918 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1515.

Atria Investments first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q1 2025. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Atria Investments held 4,918 shares of WisdomTree US Value Fund worth $500K as of Q2 2026.
Atria Investments sold 195 WisdomTree US Value Fund shares in Q2 2026, an estimated $19.5K.
WisdomTree US Value Fund made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1515 holding.
Atria Investments first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
Atria Investments's WisdomTree US Value Fund position peaked at $2.73M in Q1 2025.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.