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Global Retirement Partners’s WisdomTree US Value Fund WTV Stock Holding History

Global Retirement Partners’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
2025
Q4 		$7.9M Sell
84,724
-26
-0% -$2.38K 0.14% 138
2025
Q3 		$7.71M Buy
84,750
+8,084
+11% +$720K 0.17% 110
2025
Q2 		$6.62M Buy
+76,666
New +$6.26M 0.16% 116
2024
Q4 		$5.52M Buy
+66,071
New +$5.57M 0.16% 123

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's WTV Position: Q4 2025 in Review

Global Retirement Partners reduced its WisdomTree US Value Fund (WTV) stake by 0.03% in Q4 2025, selling an estimated $2.38K and leaving 84,724 shares worth $7.9M. The position accounts for 0.14% of the portfolio, ranked #138.

Global Retirement Partners first reported a position in WTV in Q4 2024 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • Global Retirement Partners held 84,724 shares of WisdomTree US Value Fund worth $7.9M as of Q4 2025.
  • Global Retirement Partners sold 26 WisdomTree US Value Fund shares in Q4 2025, an estimated $2.38K.
  • WisdomTree US Value Fund made up 0.14% of Global Retirement Partners's portfolio in Q4 2025, its #138 holding.
  • Global Retirement Partners first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.