Torren Management’s WisdomTree US Value Fund WTV Stock Holding History

Torren Management’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	$42.4K	Buy	417 +2	+0.5%	+$200	0.02%	72
2026 Q1	$39.3K	Buy	+415	New	+$40.2K	0.02%	68

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Resolute Capital Greenville, South Carolina $290M AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Torren Management's WTV Position: Q2 2026 in Review

Torren Management increased its WisdomTree US Value Fund (WTV) stake by 0.48% in Q2 2026, buying an estimated $200 and bringing the position to 417 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #72.

Torren Management first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Torren Management held 417 shares of WisdomTree US Value Fund worth $42.4K as of Q2 2026.
Torren Management bought 2 WisdomTree US Value Fund shares in Q2 2026, an estimated $200.
WisdomTree US Value Fund made up 0.02% of Torren Management's portfolio in Q2 2026, its #72 holding.
Torren Management first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
142 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.