Envestnet Portfolio Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Envestnet Portfolio Solutions’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	$10.9M	Sell	107,161 -32,325	-23%	-$3.23M	0.05%	207
2026 Q1	$13.2M	Sell	139,486 -201	-0.1%	-$19.5K	0.07%	159
2025 Q4	$13M	Buy	139,687 +5,658	+4%	+$519K	0.05%	200
2025 Q3	$12.2M	Buy	134,029 +1,990	+2%	+$177K	0.05%	202
2025 Q2	$11.4M	Buy	132,039 +128,964	+4,194%	+$10.5M	0.04%	206
2025 Q1	$253K	Buy	+3,075	New	+$260K	﹤0.01%	1377

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions's WTV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its WisdomTree US Value Fund (WTV) stake by 23% in Q2 2026, selling an estimated $3.23M and leaving 107,161 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #207.

Envestnet Portfolio Solutions first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.2M in Q1 2026. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Envestnet Portfolio Solutions held 107,161 shares of WisdomTree US Value Fund worth $10.9M as of Q2 2026.
Envestnet Portfolio Solutions sold 32,325 WisdomTree US Value Fund shares in Q2 2026, an estimated $3.23M.
WisdomTree US Value Fund made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #207 holding.
Envestnet Portfolio Solutions first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
Envestnet Portfolio Solutions's WisdomTree US Value Fund position peaked at $13.2M in Q1 2026.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.