Walled Lake Planning & Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Walled Lake Planning & Wealth Management’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	$812K	Buy	7,978 +736	+10%	+$73.5K	0.2%	57
2026 Q1	$686K	Sell	7,242 -364	-5%	-$35.3K	0.2%	61
2025 Q4	$710K	Buy	7,606 +91	+1%	+$8.35K	0.22%	60
2025 Q3	$684K	Buy	7,515 +314	+4%	+$28K	0.22%	60
2025 Q2	$622K	Buy	7,201 +2,866	+66%	+$234K	0.2%	61
2025 Q1	$356K	Buy	+4,335	New	+$367K	0.13%	87

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 $103B AUM 28.65% 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

Walled Lake Planning & Wealth Management's WTV Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 10% in Q2 2026, buying an estimated $73.5K and bringing the position to 7,978 shares worth $812K. The position accounts for 0.2% of the portfolio, ranked #57.

Walled Lake Planning & Wealth Management first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Walled Lake Planning & Wealth Management held 7,978 shares of WisdomTree US Value Fund worth $812K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 736 WisdomTree US Value Fund shares in Q2 2026, an estimated $73.5K.
WisdomTree US Value Fund made up 0.2% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #57 holding.
Walled Lake Planning & Wealth Management first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.