HighTower Advisors
WTV icon

HighTower Advisors’s WisdomTree US Value Fund WTV Stock Holding History

HighTower Advisors’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
Q1 		$118M Buy
1,242,810
+41,316
+3% +$4M 0.13% 170
2025
Q4 		$112M Buy
1,201,494
+44,310
+4% +$4.06M 0.12% 175
2025
Q3 		$105M Buy
1,157,184
+490,941
+74% +$43.7M 0.12% 172
2025
Q2 		$57.6M Buy
+666,243
New +$54.4M 0.07% 282

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors's WTV Position: Q1 2026 in Review

HighTower Advisors increased its WisdomTree US Value Fund (WTV) stake by 3.4% in Q1 2026, buying an estimated $4M and bringing the position to 1,242,810 shares worth $118M. The position accounts for 0.13% of the portfolio, ranked #170.

HighTower Advisors first reported a position in WTV in Q2 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • HighTower Advisors held 1,242,810 shares of WisdomTree US Value Fund worth $118M as of Q1 2026.
  • HighTower Advisors bought 41,316 WisdomTree US Value Fund shares in Q1 2026, an estimated $4M.
  • WisdomTree US Value Fund made up 0.13% of HighTower Advisors's portfolio in Q1 2026, its #170 holding.
  • HighTower Advisors first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.