Goldman Sachs
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Goldman Sachs’s WisdomTree US Value Fund WTV Stock Holding History

Goldman Sachs’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
Q3 		– Sell
-19,867
Closed -$1.72M – 6682
2025
Q2 		$1.72M Buy
19,867
+14,907
+301% +$1.22M ﹤0.01% 4297
2025
Q1 		$408K Buy
+4,960
New +$420K ﹤0.01% 5309

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Osaic Holdings
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HighTower Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs's WTV Position: Q3 2025 in Review

Goldman Sachs sold out of WisdomTree US Value Fund (WTV) in Q3 2025, closing a stake of 19,867 shares — an estimated $1.72M sold.

Goldman Sachs first reported a position in WTV in Q1 2025 and held it in 2 quarters. The position peaked at $1.72M in Q2 2025. 177 funds tracked by Wall St. Rank hold WTV as of Q3 2025.

  • Goldman Sachs reported no remaining WisdomTree US Value Fund position as of Q3 2025 after selling out during the quarter.
  • Goldman Sachs sold 19,867 WisdomTree US Value Fund shares in Q3 2025, an estimated $1.72M.
  • Goldman Sachs first reported a position in WisdomTree US Value Fund in Q1 2025 and held it in 2 quarters.
  • Goldman Sachs's WisdomTree US Value Fund position peaked at $1.72M in Q2 2025.
  • 177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2025.

Based on Goldman Sachs's 13F filing for Q3 2025, filed 14 Nov 2025.