&Partners’s WisdomTree US Value Fund WTV Stock Holding History

&Partners’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	$282K	Buy	2,774 +39	+1%	+$3.9K	﹤0.01%	2169
2026 Q1	$259K	Buy	2,735 +1	+0%	+$97	﹤0.01%	2082
2025 Q4	$255K	Buy	2,734 +145	+6%	+$13.3K	﹤0.01%	2012
2025 Q3	$236K	Hold	2,589	–	–	﹤0.01%	1882
2025 Q2	$224K	Hold	2,589	–	–	﹤0.01%	1775
2025 Q1	$211K	Hold	2,589	–	–	﹤0.01%	1611
2024 Q4	$216K	Buy	+2,589	New	+$218K	﹤0.01%	1500

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 $104B AUM 28.3% 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

&Partners's WTV Position: Q2 2026 in Review

&Partners increased its WisdomTree US Value Fund (WTV) stake by 1.4% in Q2 2026, buying an estimated $3.9K and bringing the position to 2,774 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

&Partners first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

&Partners held 2,774 shares of WisdomTree US Value Fund worth $282K as of Q2 2026.
&Partners bought 39 WisdomTree US Value Fund shares in Q2 2026, an estimated $3.9K.
WisdomTree US Value Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2169 holding.
&Partners first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.