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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 235 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.
  • 235 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.