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Hopwood Nicholas Hunter’s WisdomTree US Value Fund WTV Stock Holding History

Hopwood Nicholas Hunter’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 		$481K Buy
5,075
+36
+0.7% +$3.49K 0.15% 87
2025
Q4 		$470K Buy
+5,039
New +$462K 0.15% 88

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hopwood Nicholas Hunter's WTV Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its WisdomTree US Value Fund (WTV) stake by 0.71% in Q1 2026, buying an estimated $3.49K and bringing the position to 5,075 shares worth $481K. The position accounts for 0.15% of the portfolio, ranked #87.

Hopwood Nicholas Hunter first reported a position in WTV in Q4 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Hopwood Nicholas Hunter held 5,075 shares of WisdomTree US Value Fund worth $481K as of Q1 2026.
  • Hopwood Nicholas Hunter bought 36 WisdomTree US Value Fund shares in Q1 2026, an estimated $3.49K.
  • WisdomTree US Value Fund made up 0.15% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #87 holding.
  • Hopwood Nicholas Hunter first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.