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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
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 $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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Farther Finance Advisors's WTV Position: Q2 2026 in Review

Farther Finance Advisors reduced its WisdomTree US Value Fund (WTV) stake by 86% in Q2 2026, selling an estimated $70.5K and leaving 113 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4327.

Farther Finance Advisors first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 51 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Farther Finance Advisors held 113 shares of WisdomTree US Value Fund worth $11.5K as of Q2 2026.
  • Farther Finance Advisors sold 706 WisdomTree US Value Fund shares in Q2 2026, an estimated $70.5K.
  • WisdomTree US Value Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4327 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's WisdomTree US Value Fund position peaked at $246K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.