Certuity’s WisdomTree US Value Fund WTV Stock Holding History

Certuity’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	$12.6M	Buy	123,471 +31,181	+34%	+$3.12M	0.62%	30
2026 Q1	$8.74M	Buy	92,290 +64,491	+232%	+$6.25M	0.57%	35
2025 Q4	$2.59M	Buy	27,799 +25,579	+1,152%	+$2.35M	0.16%	88
2025 Q3	$202K	Buy	+2,220	New	+$198K	0.01%	526

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 $104B AUM 28.3% 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

Certuity's WTV Position: Q2 2026 in Review

Certuity increased its WisdomTree US Value Fund (WTV) stake by 34% in Q2 2026, buying an estimated $3.12M and bringing the position to 123,471 shares worth $12.6M. The position accounts for 0.62% of the portfolio, ranked #30.

Certuity first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Certuity held 123,471 shares of WisdomTree US Value Fund worth $12.6M as of Q2 2026.
Certuity bought 31,181 WisdomTree US Value Fund shares in Q2 2026, an estimated $3.12M.
WisdomTree US Value Fund made up 0.62% of Certuity's portfolio in Q2 2026, its #30 holding.
Certuity first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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