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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
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 $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

Summit Financial's WTV Position: Q1 2026 in Review

Summit Financial increased its WisdomTree US Value Fund (WTV) stake by 41% in Q1 2026, buying an estimated $315K and bringing the position to 11,258 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #752.

Summit Financial first reported a position in WTV in Q3 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Summit Financial held 11,258 shares of WisdomTree US Value Fund worth $1.07M as of Q1 2026.
  • Summit Financial bought 3,256 WisdomTree US Value Fund shares in Q1 2026, an estimated $315K.
  • WisdomTree US Value Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #752 holding.
  • Summit Financial first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.