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 Q2	$129M	Buy	1,267,908 +25,098	+2%	+$2.51M	0.12%	164
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 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors's WTV Position: Q2 2026 in Review

HighTower Advisors increased its WisdomTree US Value Fund (WTV) stake by 2% in Q2 2026, buying an estimated $2.51M and bringing the position to 1,267,908 shares worth $129M. The position accounts for 0.12% of the portfolio, ranked #164.

HighTower Advisors first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

HighTower Advisors held 1,267,908 shares of WisdomTree US Value Fund worth $129M as of Q2 2026.
HighTower Advisors bought 25,098 WisdomTree US Value Fund shares in Q2 2026, an estimated $2.51M.
WisdomTree US Value Fund made up 0.12% of HighTower Advisors's portfolio in Q2 2026, its #164 holding.
HighTower Advisors first reported a position in WisdomTree US Value Fund in Q2 2025 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.