Mutual Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Mutual 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	$351K	Sell	3,454 -1,542	-31%	-$154K	0.01%	1121
2026 Q1	$473K	Sell	4,996 -41	-0.8%	-$3.97K	0.01%	905
2025 Q4	$470K	Sell	5,037 -30	-0.6%	-$2.75K	0.01%	909
2025 Q3	$466K	Sell	5,067 -176	-3%	-$15.7K	0.01%	888
2025 Q2	$467K	Buy	5,243 +1,406	+37%	+$115K	0.01%	814
2025 Q1	$303K	Buy	+3,837	New	+$325K	0.01%	907

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

Mutual Advisors's WTV Position: Q2 2026 in Review

Mutual Advisors reduced its WisdomTree US Value Fund (WTV) stake by 31% in Q2 2026, selling an estimated $154K and leaving 3,454 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1121.

Mutual Advisors first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $473K in Q1 2026. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Mutual Advisors held 3,454 shares of WisdomTree US Value Fund worth $351K as of Q2 2026.
Mutual Advisors sold 1,542 WisdomTree US Value Fund shares in Q2 2026, an estimated $154K.
WisdomTree US Value Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1121 holding.
Mutual Advisors first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
Mutual Advisors's WisdomTree US Value Fund position peaked at $473K in Q1 2026.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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