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Evolution Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Evolution Wealth Management’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 		$17.6K Hold
173
– – 0.01% 485
2026
Q1 		$16.4K Hold
173
– – 0.01% 447
2025
Q4 		$16.1K Buy
173
+147
+565% +$13.5K 0.01% 379
2025
Q3 		$2.37K Buy
+26
New +$2.32K ﹤0.01% 492

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Management's WTV Position: Q2 2026 in Review

Evolution Wealth Management held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 173 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #485.

Evolution Wealth Management first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Evolution Wealth Management held 173 shares of WisdomTree US Value Fund worth $17.6K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree US Value Fund share count unchanged in Q2 2026.
  • WisdomTree US Value Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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