Vanguard Advisers Inc
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Vanguard Advisers Inc’s WisdomTree US Value Fund WTV Stock Holding History

Vanguard Advisers Inc’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 		$10.7K Sell
105
-63
-38% -$6.29K ﹤0.01% 371
2026
Q1 		$15.9K Buy
+168
New +$16.3K ﹤0.01% 297

Other funds holding WTV

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Raymond James Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Advisers Inc's WTV Position: Q2 2026 in Review

Vanguard Advisers Inc reduced its WisdomTree US Value Fund (WTV) stake by 38% in Q2 2026, selling an estimated $6.29K and leaving 105 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Vanguard Advisers Inc first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.9K in Q1 2026. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Vanguard Advisers Inc held 105 shares of WisdomTree US Value Fund worth $10.7K as of Q2 2026.
  • Vanguard Advisers Inc sold 63 WisdomTree US Value Fund shares in Q2 2026, an estimated $6.29K.
  • WisdomTree US Value Fund made up ﹤0.01% of Vanguard Advisers Inc's portfolio in Q2 2026, its #371 holding.
  • Vanguard Advisers Inc first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Advisers Inc's WisdomTree US Value Fund position peaked at $15.9K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Vanguard Advisers Inc's 13F filing for Q2 2026, filed 13 Aug 2026.