Kane Investment Management’s WisdomTree US Value Fund WTV Stock Holding History

Kane Investment Management’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	$247K	Buy	+2,433	New	+$243K	0.11%	95
2025 Q4	–	Sell	-3,386	Closed	-$308K	–	105
2025 Q3	$308K	Sell	3,386 -534	-14%	-$47.6K	0.15%	85
2025 Q2	$339K	Buy	3,920 +101	+3%	+$8.24K	0.18%	80
2025 Q1	$314K	Buy	+3,819	New	+$324K	0.15%	83

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 22.9% 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 $300M AUM 39.19% 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

Kane Investment Management's WTV Position: Q2 2026 in Review

Kane Investment Management opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 2,433 shares worth $247K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings. This is a return to the name: Kane Investment Management previously reported a position in WTV as recently as Q3 2025.

Kane Investment Management first reported a position in WTV in Q1 2025 and has held it in 4 quarters since. The position peaked at $339K in Q2 2025. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Kane Investment Management held 2,433 shares of WisdomTree US Value Fund worth $247K as of Q2 2026.
WisdomTree US Value Fund was a new Kane Investment Management position in Q2 2026.
WisdomTree US Value Fund made up 0.11% of Kane Investment Management's portfolio in Q2 2026, its #95 holding.
Kane Investment Management first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 4 quarters since.
Kane Investment Management's WisdomTree US Value Fund position peaked at $339K in Q2 2025.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.