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 Q2	$23.1M	Buy	226,780 +1,153	+0.5%	+$115K	2.81%	7
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 $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 22.96% 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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Advisors's WTV Position: Q2 2026 in Review

Legacy Financial Advisors increased its WisdomTree US Value Fund (WTV) stake by 0.51% in Q2 2026, buying an estimated $115K and bringing the position to 226,780 shares worth $23.1M. The position accounts for 2.81% of the portfolio, ranked #7.

Legacy Financial Advisors first reported a position in WTV in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Legacy Financial Advisors held 226,780 shares of WisdomTree US Value Fund worth $23.1M as of Q2 2026.
Legacy Financial Advisors bought 1,153 WisdomTree US Value Fund shares in Q2 2026, an estimated $115K.
WisdomTree US Value Fund made up 2.81% of Legacy Financial Advisors's portfolio in Q2 2026, its #7 holding.
Legacy Financial Advisors first reported a position in WisdomTree US Value Fund in Q1 2024 and has held it in 10 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.