Clearstead Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Clearstead Advisors’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 Q1	$21.7K	Hold	229	–	–	﹤0.01%	1438
2025 Q4	$21.4K	Buy	+229	New	+$21K	﹤0.01%	1685

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's WTV Position: Q1 2026 in Review

Clearstead Advisors held its WisdomTree US Value Fund (WTV) position steady in Q1 2026 at 229 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Clearstead Advisors first reported a position in WTV in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Clearstead Advisors held 229 shares of WisdomTree US Value Fund worth $21.7K as of Q1 2026.
Clearstead Advisors left its WisdomTree US Value Fund share count unchanged in Q1 2026.
WisdomTree US Value Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1438 holding.
Clearstead Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 2 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.