First National Bank of Omaha’s WisdomTree US Value Fund WTV Stock Holding History

First National Bank of Omaha’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	$1.28M	Buy	12,478 +3,052	+32%	+$305K	0.04%	325
2026 Q1	$879K	Buy	9,426 +1,310	+16%	+$127K	0.03%	365
2025 Q4	$763K	Buy	+8,116	New	+$744K	0.02%	374

Other funds holding WTV

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

First National Bank of Omaha's WTV Position: Q2 2026 in Review

First National Bank of Omaha increased its WisdomTree US Value Fund (WTV) stake by 32% in Q2 2026, buying an estimated $305K and bringing the position to 12,478 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #325.

First National Bank of Omaha first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

First National Bank of Omaha held 12,478 shares of WisdomTree US Value Fund worth $1.28M as of Q2 2026.
First National Bank of Omaha bought 3,052 WisdomTree US Value Fund shares in Q2 2026, an estimated $305K.
WisdomTree US Value Fund made up 0.04% of First National Bank of Omaha's portfolio in Q2 2026, its #325 holding.
First National Bank of Omaha first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.