HP
WTV icon

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
Q2 		$2.62M Buy
25,791
+3,694
+17% +$369K 0.41% 51
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 $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

Holistic Planning's WTV Position: Q2 2026 in Review

Holistic Planning increased its WisdomTree US Value Fund (WTV) stake by 17% in Q2 2026, buying an estimated $369K and bringing the position to 25,791 shares worth $2.62M. The position accounts for 0.41% of the portfolio, ranked #51.

Holistic Planning first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Holistic Planning held 25,791 shares of WisdomTree US Value Fund worth $2.62M as of Q2 2026.
  • Holistic Planning bought 3,694 WisdomTree US Value Fund shares in Q2 2026, an estimated $369K.
  • WisdomTree US Value Fund made up 0.41% of Holistic Planning's portfolio in Q2 2026, its #51 holding.
  • Holistic Planning first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.