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
2026 Q2	$9.77M	Buy	+96,039	New	+$9.59M	0.15%	132
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 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

Global Retirement Partners's WTV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 96,039 shares worth $9.77M. The stake represents 0.15% of the portfolio and ranks #132 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTV as recently as Q4 2025.

Global Retirement Partners first reported a position in WTV in Q4 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Global Retirement Partners held 96,039 shares of WisdomTree US Value Fund worth $9.77M as of Q2 2026.
WisdomTree US Value Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree US Value Fund made up 0.15% of Global Retirement Partners's portfolio in Q2 2026, its #132 holding.
Global Retirement Partners first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.