MFG Investments, LLC’s WisdomTree US Value Fund WTV Stock Holding History

MFG Investments, LLC’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 Q3	$2.17M	Buy	+21,219	New	+$2.25M	2.34%	11

Other funds holding WTV

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

MFG Investments, LLC's WTV Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 21,219 shares worth $2.17M. The stake represents 2.34% of the portfolio and ranks #11 among its holdings.

86 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

MFG Investments, LLC held 21,219 shares of WisdomTree US Value Fund worth $2.17M as of Q3 2026.
WisdomTree US Value Fund was a new MFG Investments, LLC position in Q3 2026.
WisdomTree US Value Fund made up 2.34% of MFG Investments, LLC's portfolio in Q3 2026, its #11 holding.
86 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.