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Cornerstone Planning Group’s WisdomTree US Value Fund WTV Stock Holding History

Cornerstone Planning 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
2026
Q2 		$15.4M Buy
146,722
+4,690
+3% +$469K 1.94% 16
2026
Q1 		$14.1M Buy
142,032
+11,403
+9% +$1.1M 1.88% 16
2025
Q4 		$12.5M Buy
130,629
+130,256
+34,921% +$11.9M 1.94% 16
2025
Q3 		$5.97K Buy
+373
New +$33.2K ﹤0.01% 906

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Cornerstone Planning Group's WTV Position: Q2 2026 in Review

Cornerstone Planning Group increased its WisdomTree US Value Fund (WTV) stake by 3.3% in Q2 2026, buying an estimated $469K and bringing the position to 146,722 shares worth $15.4M. The position accounts for 1.94% of the portfolio, ranked #16.

Cornerstone Planning Group first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Cornerstone Planning Group held 146,722 shares of WisdomTree US Value Fund worth $15.4M as of Q2 2026.
  • Cornerstone Planning Group bought 4,690 WisdomTree US Value Fund shares in Q2 2026, an estimated $469K.
  • WisdomTree US Value Fund made up 1.94% of Cornerstone Planning Group's portfolio in Q2 2026, its #16 holding.
  • Cornerstone Planning Group first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.