Osprey Private Wealth
WTV icon

Osprey Private Wealth’s WisdomTree US Value Fund WTV Stock Holding History

Osprey Private Wealth’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
Q3 		$635K Hold
6,198
– – 0.15% 59
2026
Q2 		$630K Hold
6,198
– – 0.16% 60
2026
Q1 		$587K Hold
6,198
– – 0.17% 56
2025
Q4 		$578K Buy
+6,198
New +$569K 0.17% 58

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Osprey Private Wealth's WTV Position: Q3 2026 in Review

Osprey Private Wealth held its WisdomTree US Value Fund (WTV) position steady in Q3 2026 at 6,198 shares worth $635K. The position accounts for 0.15% of the portfolio, ranked #59.

Osprey Private Wealth first reported a position in WTV in Q4 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

  • Osprey Private Wealth held 6,198 shares of WisdomTree US Value Fund worth $635K as of Q3 2026.
  • Osprey Private Wealth left its WisdomTree US Value Fund share count unchanged in Q3 2026.
  • WisdomTree US Value Fund made up 0.15% of Osprey Private Wealth's portfolio in Q3 2026, its #59 holding.
  • Osprey Private Wealth first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Osprey Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.