Verus Financial Partners’s WisdomTree US Value Fund WTV Stock Holding History

Verus Financial Partners’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	$399K	Hold	3,918	–	–	0.03%	87
2026 Q1	$382K	Hold	3,918	–	–	0.03%	88
2025 Q4	$376K	Hold	3,918	–	–	0.03%	86
2025 Q3	$357K	Hold	3,918	–	–	0.03%	86
2025 Q2	$343K	Hold	3,918	–	–	0.03%	82
2025 Q1	$302K	Buy	+3,918	New	+$332K	0.03%	77

Other funds holding WTV

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

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

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Verus Financial Partners's WTV Position: Q2 2026 in Review

Verus Financial Partners held its WisdomTree US Value Fund (WTV) position steady in Q2 2026 at 3,918 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #87.

Verus Financial Partners first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Verus Financial Partners held 3,918 shares of WisdomTree US Value Fund worth $399K as of Q2 2026.
Verus Financial Partners left its WisdomTree US Value Fund share count unchanged in Q2 2026.
WisdomTree US Value Fund made up 0.03% of Verus Financial Partners's portfolio in Q2 2026, its #87 holding.
Verus Financial Partners first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.