Spire Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Spire Wealth 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 Q2	$44.1K	Buy	+434	New	+$43.4K	﹤0.01%	1214

Other funds holding WTV

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

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

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Spire Wealth Management's WTV Position: Q2 2026 in Review

Spire Wealth Management opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 434 shares worth $44.1K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings.

62 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Spire Wealth Management held 434 shares of WisdomTree US Value Fund worth $44.1K as of Q2 2026.
WisdomTree US Value Fund was a new Spire Wealth Management position in Q2 2026.
WisdomTree US Value Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1214 holding.
62 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.