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Wealthspire Advisors (New York)’s WisdomTree US Value Fund WTV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-5
Closed -$459 – 2920
2025
Q3 		$459 Buy
+5
New +$445 ﹤0.01% 2851

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Raymond James Financial
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Morgan Stanley
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Osaic Holdings
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s WTV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree US Value Fund (WTV) in Q4 2025, closing a stake of 5 shares — an estimated $459 sold.

Wealthspire Advisors (New York) first reported a position in WTV in Q3 2025 and held it in 1 quarter. The position peaked at $459 in Q3 2025. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree US Value Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5 WisdomTree US Value Fund shares in Q4 2025, an estimated $459.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree US Value Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree US Value Fund position peaked at $459 in Q3 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.