OBWG
WTV icon

Onyx Bridge Wealth Group’s WisdomTree US Value Fund WTV Stock Holding History

Onyx Bridge Wealth 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
Q1 		$19.4M Sell
204,293
-32,200
-14% -$3.12M 2.08% 6
2025
Q4 		$22.1M Buy
236,493
+6,983
+3% +$641K 2.35% 5
2025
Q3 		$20.9M Buy
229,510
+54,263
+31% +$4.83M 2.27% 4
2025
Q2 		$15.1M Buy
+175,247
New +$14.3M 2% 8

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Onyx Bridge Wealth Group's WTV Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its WisdomTree US Value Fund (WTV) stake by 14% in Q1 2026, selling an estimated $3.12M and leaving 204,293 shares worth $19.4M. The position accounts for 2.08% of the portfolio, ranked #6.

Onyx Bridge Wealth Group first reported a position in WTV in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.1M in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Onyx Bridge Wealth Group held 204,293 shares of WisdomTree US Value Fund worth $19.4M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 32,200 WisdomTree US Value Fund shares in Q1 2026, an estimated $3.12M.
  • WisdomTree US Value Fund made up 2.08% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #6 holding.
  • Onyx Bridge Wealth Group first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's WisdomTree US Value Fund position peaked at $22.1M in Q4 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.