Trustmark National Bank Trust Department’s WisdomTree US Value Fund WTV Stock Holding History

Trustmark National Bank Trust Department’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	$257K	Sell	2,530 -100	-4%	-$9.99K	0.02%	259
2026 Q1	$249K	Hold	2,630	–	–	0.02%	253
2025 Q4	$245K	Hold	2,630	–	–	0.02%	260
2025 Q3	$239K	Hold	2,630	–	–	0.02%	264
2025 Q2	$227K	Buy	+2,630	New	+$215K	0.02%	263

Other funds holding WTV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trustmark National Bank Trust Department's WTV Position: Q2 2026 in Review

Trustmark National Bank Trust Department reduced its WisdomTree US Value Fund (WTV) stake by 3.8% in Q2 2026, selling an estimated $9.99K and leaving 2,530 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #259.

Trustmark National Bank Trust Department first reported a position in WTV in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Trustmark National Bank Trust Department held 2,530 shares of WisdomTree US Value Fund worth $257K as of Q2 2026.
Trustmark National Bank Trust Department sold 100 WisdomTree US Value Fund shares in Q2 2026, an estimated $9.99K.
WisdomTree US Value Fund made up 0.02% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #259 holding.
Trustmark National Bank Trust Department first reported a position in WisdomTree US Value Fund in Q2 2025 and has held it in 5 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.