Founders Financial Securities’s WisdomTree US Value Fund WTV Stock Holding History

Founders Financial Securities’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	$2.74M	Buy	26,958 +6,863	+34%	+$686K	0.14%	146
2026 Q1	$1.94M	Buy	20,095 +1,551	+8%	+$150K	0.11%	178
2025 Q4	$1.73M	Buy	18,544 +6,416	+53%	+$589K	0.1%	190
2025 Q3	$1.1M	Buy	12,128 +8,003	+194%	+$713K	0.08%	241
2025 Q2	$356K	Buy	+4,125	New	+$337K	0.03%	389

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 $103B AUM 28.65% 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

Founders Financial Securities's WTV Position: Q2 2026 in Review

Founders Financial Securities increased its WisdomTree US Value Fund (WTV) stake by 34% in Q2 2026, buying an estimated $686K and bringing the position to 26,958 shares worth $2.74M. The position accounts for 0.14% of the portfolio, ranked #146.

Founders Financial Securities first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Founders Financial Securities held 26,958 shares of WisdomTree US Value Fund worth $2.74M as of Q2 2026.
Founders Financial Securities bought 6,863 WisdomTree US Value Fund shares in Q2 2026, an estimated $686K.
WisdomTree US Value Fund made up 0.14% of Founders Financial Securities's portfolio in Q2 2026, its #146 holding.
Founders Financial Securities first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.