Focus Partners Advisor Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Focus Partners Advisor Solutions’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	$265K	Buy	2,609 +68	+3%	+$6.79K	﹤0.01%	1071
2026 Q1	$241K	Buy	2,541 +224	+10%	+$21.7K	﹤0.01%	1064
2025 Q4	$216K	Sell	2,317 -458	-17%	-$42K	﹤0.01%	1000
2025 Q3	$252K	Buy	+2,775	New	+$247K	﹤0.01%	979

Other funds holding WTV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Advisor Solutions's WTV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its WisdomTree US Value Fund (WTV) stake by 2.7% in Q2 2026, buying an estimated $6.79K and bringing the position to 2,609 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Focus Partners Advisor Solutions 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.

Focus Partners Advisor Solutions held 2,609 shares of WisdomTree US Value Fund worth $265K as of Q2 2026.
Focus Partners Advisor Solutions bought 68 WisdomTree US Value Fund shares in Q2 2026, an estimated $6.79K.
WisdomTree US Value Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1071 holding.
Focus Partners Advisor Solutions 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.