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 Q2	$32.2K	Buy	316 +1	+0.3%	+$100	﹤0.01%	381
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 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 $104B AUM 28.3% 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

JNBA Financial Advisors's WTV Position: Q2 2026 in Review

JNBA Financial Advisors increased its WisdomTree US Value Fund (WTV) stake by 0.32% in Q2 2026, buying an estimated $100 and bringing the position to 316 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

JNBA Financial Advisors first reported a position in WTV in Q3 2016 and has held it in 6 quarters since. The position peaked at $182K in Q3 2016. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

JNBA Financial Advisors held 316 shares of WisdomTree US Value Fund worth $32.2K as of Q2 2026.
JNBA Financial Advisors bought 1 WisdomTree US Value Fund share in Q2 2026, an estimated $100.
WisdomTree US Value Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #381 holding.
JNBA Financial Advisors first reported a position in WisdomTree US Value Fund in Q3 2016 and has held it in 6 quarters since.
JNBA Financial Advisors's WisdomTree US Value Fund position peaked at $182K in Q3 2016.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.