JWA
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JFS Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

JFS Wealth 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
2025
Q4 		– Sell
-41
Closed -$3.73K – 1982
2025
Q3 		$3.73K Buy
+41
New +$3.65K ﹤0.01% 1229

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's WTV Position: Q4 2025 in Review

JFS Wealth Advisors sold out of WisdomTree US Value Fund (WTV) in Q4 2025, closing a stake of 41 shares — an estimated $3.73K sold.

JFS Wealth Advisors first reported a position in WTV in Q3 2025 and held it in 1 quarter. The position peaked at $3.73K in Q3 2025. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • JFS Wealth Advisors reported no remaining WisdomTree US Value Fund position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 41 WisdomTree US Value Fund shares in Q4 2025, an estimated $3.73K.
  • JFS Wealth Advisors first reported a position in WisdomTree US Value Fund in Q3 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's WisdomTree US Value Fund position peaked at $3.73K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.