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Vericrest Private Wealth’s WisdomTree US Value Fund WTV Stock Holding History

Vericrest Private Wealth’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 		$4.41M Buy
43,350
+8,067
+23% +$806K 3.92% 9
2026
Q1 		$3.34M Buy
35,283
+4,423
+14% +$428K 3% 12
2025
Q4 		$2.88M Buy
+30,860
New +$2.83M 2.56% 13

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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 $103B AUM 28.65% 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

Vericrest Private Wealth's WTV Position: Q2 2026 in Review

Vericrest Private Wealth increased its WisdomTree US Value Fund (WTV) stake by 23% in Q2 2026, buying an estimated $806K and bringing the position to 43,350 shares worth $4.41M. The position accounts for 3.92% of the portfolio, ranked #9.

Vericrest Private Wealth first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Vericrest Private Wealth held 43,350 shares of WisdomTree US Value Fund worth $4.41M as of Q2 2026.
  • Vericrest Private Wealth bought 8,067 WisdomTree US Value Fund shares in Q2 2026, an estimated $806K.
  • WisdomTree US Value Fund made up 3.92% of Vericrest Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Vericrest Private Wealth first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.