Rehmann Capital Advisory Group’s WisdomTree US Value Fund WTV Stock Holding History

Rehmann Capital Advisory Group’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	$423K	Sell	4,447 -149	-3%	-$14.4K	0.02%	444
2025 Q4	$429K	Sell	4,596 -9	-0.2%	-$826	0.02%	431
2025 Q3	$419K	Sell	4,605 -10	-0.2%	-$891	0.02%	420
2025 Q2	$399K	Sell	4,615 -5	-0.1%	-$408	0.02%	404
2025 Q1	$380K	Buy	4,620 +2,232	+93%	+$189K	0.02%	423
2024 Q4	$200K	Buy	+2,388	New	+$201K	0.01%	582

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 $31B AUM 28.39% 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

Rehmann Capital Advisory Group's WTV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its WisdomTree US Value Fund (WTV) stake by 3.2% in Q1 2026, selling an estimated $14.4K and leaving 4,447 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #444.

Rehmann Capital Advisory Group first reported a position in WTV in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Rehmann Capital Advisory Group held 4,447 shares of WisdomTree US Value Fund worth $423K as of Q1 2026.
Rehmann Capital Advisory Group sold 149 WisdomTree US Value Fund shares in Q1 2026, an estimated $14.4K.
WisdomTree US Value Fund made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #444 holding.
Rehmann Capital Advisory Group first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 6 quarters since.
Rehmann Capital Advisory Group's WisdomTree US Value Fund position peaked at $429K in Q4 2025.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.