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Strategic Financial Concepts’s WisdomTree US Value Fund WTV Stock Holding History

Strategic Financial Concepts’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 		$1.96M Buy
+20,708
New +$2.01M 0.48% 55
2025
Q4 		– Sell
-18,829
Closed -$1.71M – 306
2025
Q3 		$1.71M Buy
+18,829
New +$1.68M 0.25% 50

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Concepts's WTV Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in WisdomTree US Value Fund (WTV) in Q1 2026: 20,708 shares worth $1.96M. The stake represents 0.48% of the portfolio and ranks #55 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in WTV as recently as Q3 2025.

Strategic Financial Concepts first reported a position in WTV in Q3 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Strategic Financial Concepts held 20,708 shares of WisdomTree US Value Fund worth $1.96M as of Q1 2026.
  • WisdomTree US Value Fund was a new Strategic Financial Concepts position in Q1 2026.
  • WisdomTree US Value Fund made up 0.48% of Strategic Financial Concepts's portfolio in Q1 2026, its #55 holding.
  • Strategic Financial Concepts first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.