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Resolute Capital’s WisdomTree US Value Fund WTV Stock Holding History

Resolute Capital’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 		$35.2M Buy
346,145
+91,888
+36% +$9.18M 12.15% 2
2026
Q1 		$24.1M Buy
254,257
+14,798
+6% +$1.43M 9.76% 4
2025
Q4 		$22.3M Buy
+239,459
New +$22M 9.34% 4

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Resolute Capital's WTV Position: Q2 2026 in Review

Resolute Capital increased its WisdomTree US Value Fund (WTV) stake by 36% in Q2 2026, buying an estimated $9.18M and bringing the position to 346,145 shares worth $35.2M. The position accounts for 12.15% of the portfolio, ranked #2.

Resolute Capital first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Resolute Capital held 346,145 shares of WisdomTree US Value Fund worth $35.2M as of Q2 2026.
  • Resolute Capital bought 91,888 WisdomTree US Value Fund shares in Q2 2026, an estimated $9.18M.
  • WisdomTree US Value Fund made up 12.15% of Resolute Capital's portfolio in Q2 2026, its #2 holding.
  • Resolute Capital first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Resolute Capital's 13F filing for Q2 2026, filed 29 Jul 2026.