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Essex Financial Services’s WisdomTree US Value Fund WTV Stock Holding History

Essex Financial Services’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 		$453K Buy
4,454
+4
+0.1% +$400 0.02% 508
2026
Q1 		$422K Buy
4,450
+422
+10% +$40.9K 0.02% 501
2025
Q4 		$376K Buy
4,028
+1,725
+75% +$158K 0.02% 528
2025
Q3 		$210K Buy
+2,303
New +$205K 0.01% 703

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
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Essex Financial Services's WTV Position: Q2 2026 in Review

Essex Financial Services increased its WisdomTree US Value Fund (WTV) stake by 0.09% in Q2 2026, buying an estimated $400 and bringing the position to 4,454 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #508.

Essex Financial Services first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Essex Financial Services held 4,454 shares of WisdomTree US Value Fund worth $453K as of Q2 2026.
  • Essex Financial Services bought 4 WisdomTree US Value Fund shares in Q2 2026, an estimated $400.
  • WisdomTree US Value Fund made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #508 holding.
  • Essex Financial Services first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.