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
2026
Q2 		$918K Buy
+9,023
New +$901K ﹤0.01% 5289
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

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs's WTV Position: Q2 2026 in Review

Goldman Sachs opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 9,023 shares worth $918K. The stake represents ﹤0.01% of the portfolio and ranks #5289 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in WTV as recently as Q2 2025.

Goldman Sachs first reported a position in WTV in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q2 2025. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Goldman Sachs held 9,023 shares of WisdomTree US Value Fund worth $918K as of Q2 2026.
  • WisdomTree US Value Fund was a new Goldman Sachs position in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5289 holding.
  • Goldman Sachs first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 3 quarters since.
  • Goldman Sachs's WisdomTree US Value Fund position peaked at $1.72M in Q2 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.