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Lavelle Capital’s WisdomTree US Value Fund WTV Stock Holding History

Lavelle Capital’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 		– Sell
-5,165
Closed -$482K – 100
2025
Q4 		$482K Buy
+5,165
New +$474K 0.31% 62

Other funds holding WTV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lavelle Capital's WTV Position: Q1 2026 in Review

Lavelle Capital sold out of WisdomTree US Value Fund (WTV) in Q1 2026, closing a stake of 5,165 shares — an estimated $482K sold.

Lavelle Capital first reported a position in WTV in Q4 2025 and held it in 1 quarter. The position peaked at $482K in Q4 2025. 219 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Lavelle Capital reported no remaining WisdomTree US Value Fund position as of Q1 2026 after selling out during the quarter.
  • Lavelle Capital sold 5,165 WisdomTree US Value Fund shares in Q1 2026, an estimated $482K.
  • Lavelle Capital first reported a position in WisdomTree US Value Fund in Q4 2025 and held it in 1 quarter.
  • Lavelle Capital's WisdomTree US Value Fund position peaked at $482K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.