Sound Income Strategies’s WisdomTree US Value Fund WTV Stock Holding History

Sound Income Strategies’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	–	Sell	-111	Closed	-$10.5K	–	2408
2026 Q1	$10.5K	Hold	111	–	–	﹤0.01%	1481
2025 Q4	$10.7K	Buy	+111	New	+$10.2K	﹤0.01%	1429
2025 Q1	–	Sell	-598	Closed	-$50K	–	1623
2024 Q4	$50K	Buy	+598	New	+$50.4K	﹤0.01%	460

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

Sound Income Strategies's WTV Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree US Value Fund (WTV) in Q2 2026, closing a stake of 111 shares — an estimated $10.5K sold.

Sound Income Strategies first reported a position in WTV in Q4 2024 and held it in 3 quarters. The position peaked at $50K in Q4 2024. 177 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree US Value Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 111 WisdomTree US Value Fund shares in Q2 2026, an estimated $10.5K.
Sound Income Strategies first reported a position in WisdomTree US Value Fund in Q4 2024 and held it in 3 quarters.
Sound Income Strategies's WisdomTree US Value Fund position peaked at $50K in Q4 2024.
177 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.