United Advisor Group’s WisdomTree US Value Fund WTV Stock Holding History

United Advisor Group’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	$5.51M	Buy	54,200 +25,934	+92%	+$2.59M	0.58%	40
2026 Q1	$2.68M	Buy	28,266 +4,600	+19%	+$446K	0.33%	76
2025 Q4	$2.21M	Buy	23,666 +11,870	+101%	+$1.09M	0.28%	93
2025 Q3	$1.07M	Buy	11,796 +5,516	+88%	+$491K	0.14%	157
2025 Q2	$543K	Buy	6,280 +1,645	+35%	+$134K	0.09%	209
2025 Q1	$381K	Buy	4,635 +2,151	+87%	+$182K	0.08%	234
2024 Q4	$208K	Buy	+2,484	New	+$209K	0.04%	351

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 22.96% 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

United Advisor Group's WTV Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree US Value Fund (WTV) stake by 92% in Q2 2026, buying an estimated $2.59M and bringing the position to 54,200 shares worth $5.51M. The position accounts for 0.58% of the portfolio, ranked #40.

United Advisor Group first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

United Advisor Group held 54,200 shares of WisdomTree US Value Fund worth $5.51M as of Q2 2026.
United Advisor Group bought 25,934 WisdomTree US Value Fund shares in Q2 2026, an estimated $2.59M.
WisdomTree US Value Fund made up 0.58% of United Advisor Group's portfolio in Q2 2026, its #40 holding.
United Advisor Group first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.