Peapack-Gladstone Financial Corp’s WisdomTree US Value Fund WTV Stock Holding History

Peapack-Gladstone Financial Corp’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	$570K	Hold	6,015	–	–	0.01%	475
2025 Q4	$561K	Hold	6,015	–	–	0.01%	477
2025 Q3	$547K	Hold	6,015	–	–	0.01%	486
2025 Q2	$520K	Sell	6,015 -5	-0.1%	-$408	0.01%	475
2025 Q1	$495K	Sell	6,020 -250	-4%	-$21.2K	0.01%	481
2024 Q4	$524K	Sell	6,270 -300	-5%	-$25.3K	0.01%	473
2024 Q3	$526K	Hold	6,570	–	–	0.01%	482
2024 Q2	$480K	Sell	6,570 -50	-0.8%	-$3.66K	0.01%	481
2024 Q1	$501K	Hold	6,620	–	–	0.01%	483
2023 Q4	$454K	Hold	6,620	–	–	0.01%	494
2023 Q3	$409K	Hold	6,620	–	–	0.01%	510
2023 Q2	$414K	Buy	6,620 +20	+0.3%	+$1.18K	0.01%	512
2023 Q1	$399K	Sell	6,600 -100	-1%	-$6.01K	0.01%	514
2022 Q4	$382K	Sell	6,700 -151	-2%	-$8.59K	0.01%	501
2022 Q3	$350K	Buy	+6,851	New	+$384K	0.01%	512

Other funds holding WTV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peapack-Gladstone Financial Corp's WTV Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp held its WisdomTree US Value Fund (WTV) position steady in Q1 2026 at 6,015 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #475.

Peapack-Gladstone Financial Corp first reported a position in WTV in Q3 2022 and has held it in 15 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Peapack-Gladstone Financial Corp held 6,015 shares of WisdomTree US Value Fund worth $570K as of Q1 2026.
Peapack-Gladstone Financial Corp left its WisdomTree US Value Fund share count unchanged in Q1 2026.
WisdomTree US Value Fund made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #475 holding.
Peapack-Gladstone Financial Corp first reported a position in WisdomTree US Value Fund in Q3 2022 and has held it in 15 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.