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Cary Street Partners’s WisdomTree US Value Fund WTV Stock Holding History

Cary Street Partners’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 		$702K Buy
6,904
+743
+12% +$74.2K 0.02% 579
2026
Q1 		$584K Sell
6,161
-1,949
-24% -$189K 0.01% 556
2025
Q4 		$757K Buy
8,110
+2,300
+40% +$211K 0.02% 501
2025
Q3 		$529K Buy
+5,810
New +$518K 0.01% 556

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Cary Street Partners's WTV Position: Q2 2026 in Review

Cary Street Partners increased its WisdomTree US Value Fund (WTV) stake by 12% in Q2 2026, buying an estimated $74.2K and bringing the position to 6,904 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #579.

Cary Street Partners first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. The position peaked at $757K in Q4 2025. 49 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Cary Street Partners held 6,904 shares of WisdomTree US Value Fund worth $702K as of Q2 2026.
  • Cary Street Partners bought 743 WisdomTree US Value Fund shares in Q2 2026, an estimated $74.2K.
  • WisdomTree US Value Fund made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #579 holding.
  • Cary Street Partners first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • Cary Street Partners's WisdomTree US Value Fund position peaked at $757K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.