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WealthPoint Financial’s WisdomTree US Value Fund WTV Stock Holding History

WealthPoint Financial’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 		$1.55M Buy
15,270
+400
+3% +$40K 1.13% 27
2026
Q1 		$1.41M Buy
14,870
+752
+5% +$72.8K 1.18% 32
2025
Q4 		$1.32M Buy
+14,118
New +$1.29M 1.15% 31

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

WealthPoint Financial's WTV Position: Q2 2026 in Review

WealthPoint Financial increased its WisdomTree US Value Fund (WTV) stake by 2.7% in Q2 2026, buying an estimated $40K and bringing the position to 15,270 shares worth $1.55M. The position accounts for 1.13% of the portfolio, ranked #27.

WealthPoint Financial first reported a position in WTV in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • WealthPoint Financial held 15,270 shares of WisdomTree US Value Fund worth $1.55M as of Q2 2026.
  • WealthPoint Financial bought 400 WisdomTree US Value Fund shares in Q2 2026, an estimated $40K.
  • WisdomTree US Value Fund made up 1.13% of WealthPoint Financial's portfolio in Q2 2026, its #27 holding.
  • WealthPoint Financial first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.