Legacy Financial Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Legacy 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 Q1	$21.4M	Buy	225,627 +2,994	+1%	+$290K	2.99%	6
2025 Q4	$20.8M	Sell	222,633 -1,226	-0.5%	-$112K	2.87%	6
2025 Q3	$20.4M	Buy	223,859 +1,811	+0.8%	+$161K	2.81%	7
2025 Q2	$19.2M	Buy	222,048 +4,748	+2%	+$388K	3%	5
2025 Q1	$17.9M	Sell	217,300 -154	-0.1%	-$13K	2.99%	6
2024 Q4	$18.2M	Sell	217,454 -116	-0.1%	-$9.77K	3%	6
2024 Q3	$17.4M	Buy	217,570 +7,073	+3%	+$535K	2.92%	6
2024 Q2	$15.4M	Buy	210,497 +21,057	+11%	+$1.54M	2.74%	9
2024 Q1	$14.3M	Buy	+189,440	New	+$13.3M	2.57%	8

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's WTV Position: Q1 2026 in Review

Legacy Financial Advisors increased its WisdomTree US Value Fund (WTV) stake by 1.3% in Q1 2026, buying an estimated $290K and bringing the position to 225,627 shares worth $21.4M. The position accounts for 2.99% of the portfolio, ranked #6.

Legacy Financial Advisors first reported a position in WTV in Q1 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Legacy Financial Advisors held 225,627 shares of WisdomTree US Value Fund worth $21.4M as of Q1 2026.
Legacy Financial Advisors bought 2,994 WisdomTree US Value Fund shares in Q1 2026, an estimated $290K.
WisdomTree US Value Fund made up 2.99% of Legacy Financial Advisors's portfolio in Q1 2026, its #6 holding.
Legacy Financial Advisors first reported a position in WisdomTree US Value Fund in Q1 2024 and has held it in 9 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.