Main Street Group’s WisdomTree US Value Fund WTV Stock Holding History

Main Street 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	$2.24K	Hold	22	–	–	﹤0.01%	726
2026 Q1	$2.08K	Buy	+22	New	+$2.13K	﹤0.01%	734
2025 Q4	–	Sell	-22	Closed	-$2K	–	627
2025 Q3	$2K	Hold	22	–	–	﹤0.01%	687
2025 Q2	$1.9K	Hold	22	–	–	﹤0.01%	648
2025 Q1	$1.81K	Buy	+22	New	+$1.86K	﹤0.01%	673

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 $103B AUM 28.65% 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

Main Street Group's WTV Position: Q2 2026 in Review

Main Street Group held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 22 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Main Street Group first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Main Street Group held 22 shares of WisdomTree US Value Fund worth $2.24K as of Q2 2026.
Main Street Group left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #726 holding.
Main Street Group first reported a position in WisdomTree US Value Fund in Q1 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 Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.