Smartleaf Asset Management’s WisdomTree US Value Fund WTV Stock Holding History

Smartleaf Asset Management’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	$4.83M	Buy	51,778 +872	+2%	+$84.5K	0.17%	106
2025 Q4	$4.79M	Buy	50,906 +1,065	+2%	+$97.7K	0.18%	98
2025 Q3	$4.54M	Buy	49,841 +1,883	+4%	+$168K	0.28%	67
2025 Q2	$4.12M	Buy	47,958 +1,701	+4%	+$139K	0.36%	53
2025 Q1	$3.76M	Buy	+46,257	New	+$3.92M	0.36%	55

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

Smartleaf Asset Management's WTV Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree US Value Fund (WTV) stake by 1.7% in Q1 2026, buying an estimated $84.5K and bringing the position to 51,778 shares worth $4.83M. The position accounts for 0.17% of the portfolio, ranked #106.

Smartleaf Asset Management first reported a position in WTV in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Smartleaf Asset Management held 51,778 shares of WisdomTree US Value Fund worth $4.83M as of Q1 2026.
Smartleaf Asset Management bought 872 WisdomTree US Value Fund shares in Q1 2026, an estimated $84.5K.
WisdomTree US Value Fund made up 0.17% of Smartleaf Asset Management's portfolio in Q1 2026, its #106 holding.
Smartleaf Asset Management first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 5 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.