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Holistic Planning’s WisdomTree US Value Fund WTV Stock Holding History

Holistic Planning’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 		$2.09M Buy
22,097
+8,827
+67% +$855K 0.42% 53
2025
Q4 		$1.24M Buy
+13,270
New +$1.22M 0.26% 82

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $26.4B AUM 21.05% 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

Holistic Planning's WTV Position: Q1 2026 in Review

Holistic Planning increased its WisdomTree US Value Fund (WTV) stake by 67% in Q1 2026, buying an estimated $855K and bringing the position to 22,097 shares worth $2.09M. The position accounts for 0.42% of the portfolio, ranked #53.

Holistic Planning first reported a position in WTV in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Holistic Planning held 22,097 shares of WisdomTree US Value Fund worth $2.09M as of Q1 2026.
  • Holistic Planning bought 8,827 WisdomTree US Value Fund shares in Q1 2026, an estimated $855K.
  • WisdomTree US Value Fund made up 0.42% of Holistic Planning's portfolio in Q1 2026, its #53 holding.
  • Holistic Planning first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.