Orion Portfolio Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$3.73M	Sell	45,368 -13	-0%	-$1.1K	0.04%	442
2024 Q4	$3.79M	Buy	45,381 +3,899	+9%	+$328K	0.04%	408
2024 Q3	$3.32M	Sell	41,482 -2,272	-5%	-$172K	0.03%	457
2024 Q2	$3.19M	Buy	+43,754	New	+$3.2M	0.03%	450

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Orion Portfolio Solutions's WTV Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its WisdomTree US Value Fund (WTV) stake by 0.03% in Q1 2025, selling an estimated $1.1K and leaving 45,368 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #442.

Orion Portfolio Solutions first reported a position in WTV in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.79M in Q4 2024. 136 funds tracked by Wall St. Rank hold WTV as of Q1 2025.

Orion Portfolio Solutions held 45,368 shares of WisdomTree US Value Fund worth $3.73M as of Q1 2025.
Orion Portfolio Solutions sold 13 WisdomTree US Value Fund shares in Q1 2025, an estimated $1.1K.
WisdomTree US Value Fund made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #442 holding.
Orion Portfolio Solutions first reported a position in WisdomTree US Value Fund in Q2 2024 and has held it in 4 quarters since.
Orion Portfolio Solutions's WisdomTree US Value Fund position peaked at $3.79M in Q4 2024.
136 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.