Russell Investments Group
WTV icon

Russell Investments Group’s WisdomTree US Value Fund WTV Stock Holding History

Russell Investments 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
Q2 		$47.3K Buy
+465
New +$46.5K ﹤0.01% 3641
2026
Q1 		– Sell
-8
Closed -$746 – 4332
2025
Q4 		$746 Hold
8
– – ﹤0.01% 4065
2025
Q3 		$728 Buy
+8
New +$713 ﹤0.01% 4067

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Russell Investments Group's WTV Position: Q2 2026 in Review

Russell Investments Group opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 465 shares worth $47.3K. The stake represents ﹤0.01% of the portfolio and ranks #3641 among its holdings. This is a return to the name: Russell Investments Group previously reported a position in WTV as recently as Q4 2025.

Russell Investments Group first reported a position in WTV in Q3 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Russell Investments Group held 465 shares of WisdomTree US Value Fund worth $47.3K as of Q2 2026.
  • WisdomTree US Value Fund was a new Russell Investments Group position in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3641 holding.
  • Russell Investments Group first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.