Sanctuary Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Sanctuary Advisors’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	$4.32M	Sell	45,563 -6,497	-12%	-$629K	0.02%	605
2025 Q4	$4.86M	Sell	52,060 -2,403	-4%	-$220K	0.03%	559
2025 Q3	$4.96M	Buy	54,463 +46,705	+602%	+$4.16M	0.03%	541
2025 Q2	$670K	Sell	7,758 -32,137	-81%	-$2.62M	﹤0.01%	1447
2025 Q1	$3.28M	Buy	+39,895	New	+$3.38M	0.02%	607

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 $26.4B AUM 21.05% 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

Sanctuary Advisors's WTV Position: Q1 2026 in Review

Sanctuary Advisors reduced its WisdomTree US Value Fund (WTV) stake by 12% in Q1 2026, selling an estimated $629K and leaving 45,563 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #605.

Sanctuary Advisors first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.96M in Q3 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Sanctuary Advisors held 45,563 shares of WisdomTree US Value Fund worth $4.32M as of Q1 2026.
Sanctuary Advisors sold 6,497 WisdomTree US Value Fund shares in Q1 2026, an estimated $629K.
WisdomTree US Value Fund made up 0.02% of Sanctuary Advisors's portfolio in Q1 2026, its #605 holding.
Sanctuary Advisors first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
Sanctuary Advisors's WisdomTree US Value Fund position peaked at $4.96M in Q3 2025.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.