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Summit Financial’s WisdomTree US Value Fund WTV Stock Holding History

Summit 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
2026
Q2 		$1.26M Buy
12,410
+1,152
+10% +$115K 0.01% 767
2026
Q1 		$1.07M Buy
11,258
+3,256
+41% +$315K 0.01% 752
2025
Q4 		$747K Buy
8,002
+3,065
+62% +$281K 0.01% 763
2025
Q3 		$449K Buy
+4,937
New +$440K 0.01% 914

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's WTV Position: Q2 2026 in Review

Summit Financial increased its WisdomTree US Value Fund (WTV) stake by 10% in Q2 2026, buying an estimated $115K and bringing the position to 12,410 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #767.

Summit Financial first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Summit Financial held 12,410 shares of WisdomTree US Value Fund worth $1.26M as of Q2 2026.
  • Summit Financial bought 1,152 WisdomTree US Value Fund shares in Q2 2026, an estimated $115K.
  • WisdomTree US Value Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #767 holding.
  • Summit Financial first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.