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Wealthcare Advisory Partners’s WisdomTree US Value Fund WTV Stock Holding History

Wealthcare Advisory 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 		$331K Buy
3,252
+70
+2% +$6.99K 0.01% 841
2026
Q1 		$301K Buy
+3,182
New +$308K 0.01% 876

Other funds holding WTV

FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NS
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

Wealthcare Advisory Partners's WTV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree US Value Fund (WTV) stake by 2.2% in Q2 2026, buying an estimated $6.99K and bringing the position to 3,252 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #841.

Wealthcare Advisory Partners first reported a position in WTV in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Wealthcare Advisory Partners held 3,252 shares of WisdomTree US Value Fund worth $331K as of Q2 2026.
  • Wealthcare Advisory Partners bought 70 WisdomTree US Value Fund shares in Q2 2026, an estimated $6.99K.
  • WisdomTree US Value Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #841 holding.
  • Wealthcare Advisory Partners first reported a position in WisdomTree US Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.