FFA
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Farther Finance Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Farther Finance Advisors’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
Q3 		$30.2K Buy
295
+182
+161% +$19.3K ﹤0.01% 3827
2026
Q2 		$11.5K Sell
113
-706
-86% -$70.5K ﹤0.01% 4327
2026
Q1 		$77.3K Sell
819
-1,822
-69% -$176K ﹤0.01% 2692
2025
Q4 		$246K Buy
+2,641
New +$242K ﹤0.01% 1781

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's WTV Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree US Value Fund (WTV) stake by 161% in Q3 2026, buying an estimated $19.3K and bringing the position to 295 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Farther Finance Advisors first reported a position in WTV in Q4 2025 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 11 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • Farther Finance Advisors held 295 shares of WisdomTree US Value Fund worth $30.2K as of Q3 2026.
  • Farther Finance Advisors bought 182 WisdomTree US Value Fund shares in Q3 2026, an estimated $19.3K.
  • WisdomTree US Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3827 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's WisdomTree US Value Fund position peaked at $246K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.