Smith Anglin Financial’s WisdomTree US Value Fund WTV Stock Holding History

Smith Anglin Financial’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
2025 Q2	$96.2M	Buy	+1,112,973	New	+$90.9M	8.71%	3

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

Smith Anglin Financial's WTV Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in WisdomTree US Value Fund (WTV) in Q2 2025: 1,112,973 shares worth $96.2M. The stake represents 8.71% of the portfolio and ranks #3 among its holdings.

158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

Smith Anglin Financial held 1,112,973 shares of WisdomTree US Value Fund worth $96.2M as of Q2 2025.
WisdomTree US Value Fund was a new Smith Anglin Financial position in Q2 2025.
WisdomTree US Value Fund made up 8.71% of Smith Anglin Financial's portfolio in Q2 2025, its #3 holding.
158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.