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Sunbelt Securities’s WisdomTree US Value Fund WTV Stock Holding History

Sunbelt Securities’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 		$2.97M Buy
31,322
+1,867
+6% +$181K 0.19% 96
2025
Q4 		$2.75M Sell
29,455
-5,122
-15% -$470K 0.18% 99
2025
Q3 		$3.15M Buy
+34,577
New +$3.08M 0.22% 88

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

Sunbelt Securities's WTV Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree US Value Fund (WTV) stake by 6.3% in Q1 2026, buying an estimated $181K and bringing the position to 31,322 shares worth $2.97M. The position accounts for 0.19% of the portfolio, ranked #96.

Sunbelt Securities first reported a position in WTV in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.15M in Q3 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Sunbelt Securities held 31,322 shares of WisdomTree US Value Fund worth $2.97M as of Q1 2026.
  • Sunbelt Securities bought 1,867 WisdomTree US Value Fund shares in Q1 2026, an estimated $181K.
  • WisdomTree US Value Fund made up 0.19% of Sunbelt Securities's portfolio in Q1 2026, its #96 holding.
  • Sunbelt Securities first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's WisdomTree US Value Fund position peaked at $3.15M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.