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Bowman & Company’s WisdomTree US Value Fund WTV Stock Holding History

Bowman & Company’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
2025
Q4 		$3.36M Buy
36,054
+178
+0.5% +$16.3K 1.42% 16
2025
Q3 		$3.27M Buy
35,876
+147
+0.4% +$13.1K 1.38% 19
2025
Q2 		$3.09M Buy
+35,729
New +$2.92M 1.38% 18

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bowman & Company's WTV Position: Q4 2025 in Review

Bowman & Company increased its WisdomTree US Value Fund (WTV) stake by 0.5% in Q4 2025, buying an estimated $16.3K and bringing the position to 36,054 shares worth $3.36M. The position accounts for 1.42% of the portfolio, ranked #16.

Bowman & Company first reported a position in WTV in Q2 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • Bowman & Company held 36,054 shares of WisdomTree US Value Fund worth $3.36M as of Q4 2025.
  • Bowman & Company bought 178 WisdomTree US Value Fund shares in Q4 2025, an estimated $16.3K.
  • WisdomTree US Value Fund made up 1.42% of Bowman & Company's portfolio in Q4 2025, its #16 holding.
  • Bowman & Company first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.