Milestone Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Milestone Investment 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	$1.32K	Buy	+13	New	+$1.3K	﹤0.01%	141

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

Milestone Investment Advisors's WTV Position: Q2 2026 in Review

Milestone Investment Advisors opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 13 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #141 among its holdings.

234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Milestone Investment Advisors held 13 shares of WisdomTree US Value Fund worth $1.32K as of Q2 2026.
WisdomTree US Value Fund was a new Milestone Investment Advisors position in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #141 holding.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.