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JNBA Financial Advisors’s WisdomTree US Value Fund WTV Stock Holding History

JNBA Financial 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
2026
Q1 		$29.8K Sell
315
-94
-23% -$9.1K ﹤0.01% 368
2025
Q4 		$38.1K Buy
409
+34
+9% +$3.12K ﹤0.01% 347
2025
Q3 		$34.1K Buy
375
+87
+30% +$7.75K ﹤0.01% 351
2025
Q2 		$24.9K Buy
+288
New +$23.5K ﹤0.01% 367
2016
Q4 		– Sell
-5,718
Closed -$182K – 1366
2016
Q3 		$182K Buy
+5,718
New +$182K 0.03% 240

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

JNBA Financial Advisors's WTV Position: Q1 2026 in Review

JNBA Financial Advisors reduced its WisdomTree US Value Fund (WTV) stake by 23% in Q1 2026, selling an estimated $9.1K and leaving 315 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

JNBA Financial Advisors first reported a position in WTV in Q3 2016 and has held it in 5 quarters since. The position peaked at $182K in Q3 2016. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • JNBA Financial Advisors held 315 shares of WisdomTree US Value Fund worth $29.8K as of Q1 2026.
  • JNBA Financial Advisors sold 94 WisdomTree US Value Fund shares in Q1 2026, an estimated $9.1K.
  • WisdomTree US Value Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #368 holding.
  • JNBA Financial Advisors first reported a position in WisdomTree US Value Fund in Q3 2016 and has held it in 5 quarters since.
  • JNBA Financial Advisors's WisdomTree US Value Fund position peaked at $182K in Q3 2016.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.