Hilltop National Bank’s WisdomTree US Value Fund WTV Stock Holding History

Hilltop National Bank’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	$3.46K	Hold	34	–	–	﹤0.01%	746
2026 Q1	$3.22K	Sell	34 -104	-75%	-$10.1K	﹤0.01%	743
2025 Q4	$12.9K	Hold	138	–	–	﹤0.01%	627
2025 Q3	$12.6K	Hold	138	–	–	﹤0.01%	626
2025 Q2	$11.9K	Buy	+138	New	+$11.3K	﹤0.01%	617
2024 Q4	$11.5K	Hold	138	–	–	﹤0.01%	624
2024 Q3	$11K	Hold	138	–	–	﹤0.01%	657
2024 Q2	$10.1K	Hold	138	–	–	﹤0.01%	652
2024 Q1	$10.4K	Buy	+138	New	+$9.72K	﹤0.01%	631

Other funds holding WTV

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Hilltop National Bank's WTV Position: Q2 2026 in Review

Hilltop National Bank held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 34 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Hilltop National Bank first reported a position in WTV in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.9K in Q4 2025. 62 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Hilltop National Bank held 34 shares of WisdomTree US Value Fund worth $3.46K as of Q2 2026.
Hilltop National Bank left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #746 holding.
Hilltop National Bank first reported a position in WisdomTree US Value Fund in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's WisdomTree US Value Fund position peaked at $12.9K in Q4 2025.
62 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.