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WCG Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

WCG Wealth Advisors’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 		$1.03M Sell
10,084
-4,785
-32% -$478K 0.02% 406
2026
Q1 		$1.41M Buy
14,869
+97
+0.7% +$9.39K 0.04% 323
2025
Q4 		$1.38M Buy
14,772
+2,746
+23% +$252K 0.04% 311
2025
Q3 		$1.09M Buy
+12,026
New +$1.07M 0.07% 221

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 22.9% 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 $300M AUM 39.19% 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

WCG Wealth Advisors's WTV Position: Q2 2026 in Review

WCG Wealth Advisors reduced its WisdomTree US Value Fund (WTV) stake by 32% in Q2 2026, selling an estimated $478K and leaving 10,084 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #406.

WCG Wealth Advisors first reported a position in WTV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q1 2026. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • WCG Wealth Advisors held 10,084 shares of WisdomTree US Value Fund worth $1.03M as of Q2 2026.
  • WCG Wealth Advisors sold 4,785 WisdomTree US Value Fund shares in Q2 2026, an estimated $478K.
  • WisdomTree US Value Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • WCG Wealth Advisors first reported a position in WisdomTree US Value Fund in Q3 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's WisdomTree US Value Fund position peaked at $1.41M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.