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Cyndeo Wealth Partners’s WisdomTree US Value Fund WTV Stock Holding History

Cyndeo Wealth Partners’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 		$1.23M Buy
+12,118
New +$1.21M 0.06% 235

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cyndeo Wealth Partners's WTV Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 12,118 shares worth $1.23M. The stake represents 0.06% of the portfolio and ranks #235 among its holdings.

48 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Cyndeo Wealth Partners held 12,118 shares of WisdomTree US Value Fund worth $1.23M as of Q2 2026.
  • WisdomTree US Value Fund was a new Cyndeo Wealth Partners position in Q2 2026.
  • WisdomTree US Value Fund made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • 48 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.