Vise Technologies’s WisdomTree US Value Fund WTV Stock Holding History

Vise Technologies’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 Q3	$2.65M	Buy	+25,875	New	+$2.75M	0.02%	554

Other funds holding WTV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Vise Technologies's WTV Position: Q3 2026 in Review

Vise Technologies opened a new position in WisdomTree US Value Fund (WTV) in Q3 2026: 25,875 shares worth $2.65M. The stake represents 0.02% of the portfolio and ranks #554 among its holdings.

150 funds tracked by Wall St. Rank hold WTV as of Q3 2026.

Vise Technologies held 25,875 shares of WisdomTree US Value Fund worth $2.65M as of Q3 2026.
WisdomTree US Value Fund was a new Vise Technologies position in Q3 2026.
WisdomTree US Value Fund made up 0.02% of Vise Technologies's portfolio in Q3 2026, its #554 holding.
150 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.