CIBC Private Wealth Group
WTV icon

CIBC Private Wealth Group’s WisdomTree US Value Fund WTV Stock Holding History

CIBC Private Wealth Group’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 		$352K Hold
3,774
– – ﹤0.01% 978
2025
Q3 		$343K Hold
3,774
– – ﹤0.01% 974
2025
Q2 		$326K Hold
3,774
– – ﹤0.01% 950
2025
Q1 		$273K Hold
3,774
– – ﹤0.01% 981
2024
Q4 		$317K Hold
3,774
– – ﹤0.01% 1000
2024
Q3 		$302K Hold
3,774
– – ﹤0.01% 1022
2024
Q2 		$273K Hold
3,774
– – ﹤0.01% 984
2024
Q1 		$284K Hold
3,774
– – ﹤0.01% 992
2023
Q4 		$259K Hold
3,774
– – ﹤0.01% 986
2023
Q3 		$233K Buy
+3,774
New +$240K ﹤0.01% 957

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 $26.4B AUM 21.05% 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

CIBC Private Wealth Group's WTV Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree US Value Fund (WTV) position steady in Q4 2025 at 3,774 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

CIBC Private Wealth Group first reported a position in WTV in Q3 2023 and has held it in 10 quarters since. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • CIBC Private Wealth Group held 3,774 shares of WisdomTree US Value Fund worth $352K as of Q4 2025.
  • CIBC Private Wealth Group left its WisdomTree US Value Fund share count unchanged in Q4 2025.
  • WisdomTree US Value Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #978 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree US Value Fund in Q3 2023 and has held it in 10 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.