NWF Advisory Services’s WisdomTree US Value Fund WTV Stock Holding History

NWF Advisory 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	$404K	Buy	3,973 +144	+4%	+$14.4K	0.04%	258
2026 Q1	$363K	Buy	+3,829	New	+$371K	0.04%	256

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

NWF Advisory Services's WTV Position: Q2 2026 in Review

NWF Advisory Services increased its WisdomTree US Value Fund (WTV) stake by 3.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,973 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #258.

NWF Advisory Services first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

NWF Advisory Services held 3,973 shares of WisdomTree US Value Fund worth $404K as of Q2 2026.
NWF Advisory Services bought 144 WisdomTree US Value Fund shares in Q2 2026, an estimated $14.4K.
WisdomTree US Value Fund made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #258 holding.
NWF Advisory Services first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.