Cerity Partners’s WisdomTree US Value Fund WTV Stock Holding History

Cerity 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	$297K	Buy	2,919 +50	+2%	+$5K	﹤0.01%	2802
2026 Q1	$272K	Buy	+2,869	New	+$278K	﹤0.01%	2680
2022 Q1	–	Sell	-6,314	Closed	-$400K	–	1129
2021 Q4	$400K	Hold	6,314	–	–	0.01%	669
2021 Q3	$375K	Hold	6,314	–	–	0.01%	519
2021 Q2	$377K	Hold	6,314	–	–	0.01%	526
2021 Q1	$355K	Hold	6,314	–	–	0.01%	509
2020 Q4	$312K	Buy	+6,314	New	+$291K	0.01%	510

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

Cerity Partners's WTV Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree US Value Fund (WTV) stake by 1.7% in Q2 2026, buying an estimated $5K and bringing the position to 2,919 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Cerity Partners first reported a position in WTV in Q4 2020 and has held it in 7 quarters since. The position peaked at $400K in Q4 2021. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Cerity Partners held 2,919 shares of WisdomTree US Value Fund worth $297K as of Q2 2026.
Cerity Partners bought 50 WisdomTree US Value Fund shares in Q2 2026, an estimated $5K.
WisdomTree US Value Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2802 holding.
Cerity Partners first reported a position in WisdomTree US Value Fund in Q4 2020 and has held it in 7 quarters since.
Cerity Partners's WisdomTree US Value Fund position peaked at $400K in Q4 2021.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.