Pinnacle Bancorp’s WisdomTree US Value Fund WTV Stock Holding History

Pinnacle Bancorp’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	$7.12K	Hold	70	–	–	﹤0.01%	793
2026 Q1	$6.63K	Hold	70	–	–	﹤0.01%	764
2025 Q4	$6.53K	Hold	70	–	–	﹤0.01%	754
2025 Q3	$6.37K	Hold	70	–	–	﹤0.01%	788
2025 Q2	$6.05K	Buy	+70	New	+$5.71K	﹤0.01%	773

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 $103B AUM 28.65% 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

Pinnacle Bancorp's WTV Position: Q2 2026 in Review

Pinnacle Bancorp held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 70 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Pinnacle Bancorp first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Pinnacle Bancorp held 70 shares of WisdomTree US Value Fund worth $7.12K as of Q2 2026.
Pinnacle Bancorp left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #793 holding.
Pinnacle Bancorp first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.