MML Investors Services’s WisdomTree US Value Fund WTV Stock Holding History

MML Investors Services’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	$11.7M	Buy	115,504 +26,624	+30%	+$2.66M	0.02%	580
2026 Q1	$8.42M	Sell	88,880 -33,800	-28%	-$3.27M	0.02%	607
2025 Q4	$11.4M	Buy	122,680 +8,147	+7%	+$747K	0.03%	533
2025 Q3	$10.4M	Buy	114,533 +29,647	+35%	+$2.64M	0.03%	529
2025 Q2	$7.33M	Sell	84,886 -14,526	-15%	-$1.19M	0.02%	645
2025 Q1	$8.17M	Buy	99,412 +67,217	+209%	+$5.69M	0.03%	549
2024 Q4	$2.69M	Buy	+32,195	New	+$2.71M	0.01%	979

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

MML Investors Services's WTV Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree US Value Fund (WTV) stake by 30% in Q2 2026, buying an estimated $2.66M and bringing the position to 115,504 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #580.

MML Investors Services first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

MML Investors Services held 115,504 shares of WisdomTree US Value Fund worth $11.7M as of Q2 2026.
MML Investors Services bought 26,624 WisdomTree US Value Fund shares in Q2 2026, an estimated $2.66M.
WisdomTree US Value Fund made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #580 holding.
MML Investors Services first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.