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

CoreCap 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
Q3 		$89.8K Buy
877
+27
+3% +$2.87K ﹤0.01% 1142
2026
Q2 		$86.5K Sell
850
-58
-6% -$5.79K ﹤0.01% 1175
2026
Q1 		$86K Buy
908
+95
+12% +$9.2K ﹤0.01% 1084
2025
Q4 		$75.9K Buy
813
+28
+4% +$2.57K ﹤0.01% 1145
2025
Q3 		$71.4K Hold
785
– – ﹤0.01% 1167
2025
Q2 		$67.8K Buy
785
+208
+36% +$17K ﹤0.01% 1116
2025
Q1 		$47.4K Buy
+577
New +$48.9K ﹤0.01% 1185
2022
Q3 		– Sell
-16
Closed -$1K – 2123
2022
Q2 		$1K Buy
+16
New +$933 ﹤0.01% 2083
2022
Q1 		– Sell
-16
Closed -$1K – 2119
2021
Q4 		$1K Buy
+16
New +$992 ﹤0.01% 2286

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's WTV Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree US Value Fund (WTV) stake by 3.2% in Q3 2026, buying an estimated $2.87K and bringing the position to 877 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

CoreCap Advisors first reported a position in WTV in Q4 2021 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • CoreCap Advisors held 877 shares of WisdomTree US Value Fund worth $89.8K as of Q3 2026.
  • CoreCap Advisors bought 27 WisdomTree US Value Fund shares in Q3 2026, an estimated $2.87K.
  • WisdomTree US Value Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1142 holding.
  • CoreCap Advisors first reported a position in WisdomTree US Value Fund in Q4 2021 and has held it in 9 quarters since.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.