Independent Advisor Alliance’s WisdomTree US Value Fund WTV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-260,832	Closed	-$24.7M	–	1633
2026 Q1	$24.7M	Buy	+260,832	New	+$25.3M	0.27%	72
2025 Q1	–	Sell	-2,961	Closed	-$247K	–	1372
2024 Q4	$247K	Buy	+2,961	New	+$249K	﹤0.01%	1209

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Independent Advisor Alliance's WTV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US Value Fund (WTV) in Q2 2026, closing a stake of 260,832 shares — an estimated $24.7M sold.

Independent Advisor Alliance first reported a position in WTV in Q4 2024 and held it in 2 quarters. The position peaked at $24.7M in Q1 2026. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree US Value Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 260,832 WisdomTree US Value Fund shares in Q2 2026, an estimated $24.7M.
Independent Advisor Alliance first reported a position in WisdomTree US Value Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's WisdomTree US Value Fund position peaked at $24.7M in Q1 2026.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.