LFG
WTV icon

Larson Financial Group’s WisdomTree US Value Fund WTV Stock Holding History

Larson Financial Group’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 		$4.27K Hold
42
– – ﹤0.01% 2843
2026
Q1 		$3.98K Hold
42
– – ﹤0.01% 2706
2025
Q4 		$3.92K Hold
42
– – ﹤0.01% 2554
2025
Q3 		$3.82K Hold
42
– – ﹤0.01% 2455
2025
Q2 		$3.63K Buy
+42
New +$3.43K ﹤0.01% 2203

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Larson Financial Group's WTV Position: Q2 2026 in Review

Larson Financial Group held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 42 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Larson Financial Group first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Larson Financial Group held 42 shares of WisdomTree US Value Fund worth $4.27K as of Q2 2026.
  • Larson Financial Group left its WisdomTree US Value Fund share count unchanged in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2843 holding.
  • Larson Financial Group first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.