First National Bank Sioux Falls’s WisdomTree US Value Fund WTV Stock Holding History

First National Bank Sioux Falls’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 Q1	$2.17M	Buy	22,226 +9,762	+78%	+$945K	0.59%	30
2025 Q4	$1.16M	Buy	12,464 +3,768	+43%	+$346K	0.35%	48
2025 Q3	$791K	Buy	+8,696	New	+$775K	0.25%	65

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First National Bank Sioux Falls's WTV Position: Q1 2026 in Review

First National Bank Sioux Falls increased its WisdomTree US Value Fund (WTV) stake by 78% in Q1 2026, buying an estimated $945K and bringing the position to 22,226 shares worth $2.17M. The position accounts for 0.59% of the portfolio, ranked #30.

First National Bank Sioux Falls first reported a position in WTV in Q3 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

First National Bank Sioux Falls held 22,226 shares of WisdomTree US Value Fund worth $2.17M as of Q1 2026.
First National Bank Sioux Falls bought 9,762 WisdomTree US Value Fund shares in Q1 2026, an estimated $945K.
WisdomTree US Value Fund made up 0.59% of First National Bank Sioux Falls's portfolio in Q1 2026, its #30 holding.
First National Bank Sioux Falls first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 3 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on First National Bank Sioux Falls's 13F filing for Q1 2026, filed 17 Apr 2026.