Santori & Peters Inc’s WisdomTree US Value Fund WTV Stock Holding History

Santori & Peters Inc’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	$3.08M	Buy	30,321 +420	+1%	+$42K	0.87%	14
2026 Q1	$2.83M	Buy	29,901 +854	+3%	+$82.7K	0.88%	13
2025 Q4	$2.71M	Buy	29,047 +247	+0.9%	+$22.7K	0.92%	12
2025 Q3	$2.62M	Buy	+28,800	New	+$2.57M	0.94%	12

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Santori & Peters Inc's WTV Position: Q2 2026 in Review

Santori & Peters Inc increased its WisdomTree US Value Fund (WTV) stake by 1.4% in Q2 2026, buying an estimated $42K and bringing the position to 30,321 shares worth $3.08M. The position accounts for 0.87% of the portfolio, ranked #14.

Santori & Peters Inc first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Santori & Peters Inc held 30,321 shares of WisdomTree US Value Fund worth $3.08M as of Q2 2026.
Santori & Peters Inc bought 420 WisdomTree US Value Fund shares in Q2 2026, an estimated $42K.
WisdomTree US Value Fund made up 0.87% of Santori & Peters Inc's portfolio in Q2 2026, its #14 holding.
Santori & Peters Inc first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.