Kestra Private Wealth Services’s WisdomTree US Value Fund WTV Stock Holding History

Kestra Private Wealth Services’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	$964K	Buy	9,477 +652	+7%	+$65.1K	0.01%	919
2026 Q1	$836K	Buy	8,825 +5,899	+202%	+$571K	0.01%	925
2025 Q4	$273K	Buy	+2,926	New	+$268K	﹤0.01%	1469

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

Kestra Private Wealth Services's WTV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree US Value Fund (WTV) stake by 7.4% in Q2 2026, buying an estimated $65.1K and bringing the position to 9,477 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #919.

Kestra Private Wealth Services first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Kestra Private Wealth Services held 9,477 shares of WisdomTree US Value Fund worth $964K as of Q2 2026.
Kestra Private Wealth Services bought 652 WisdomTree US Value Fund shares in Q2 2026, an estimated $65.1K.
WisdomTree US Value Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #919 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.