Western Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Western 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	$7.83M	Buy	76,942 +28,153	+58%	+$2.81M	0.26%	79
2026 Q1	$4.62M	Buy	48,789 +24,344	+100%	+$2.36M	0.18%	114
2025 Q4	$2.28M	Buy	24,445 +4,030	+20%	+$370K	0.11%	199
2025 Q3	$1.86M	Buy	20,415 +10,118	+98%	+$901K	0.1%	197
2025 Q2	$890K	Buy	10,297 +2,634	+34%	+$215K	0.05%	301
2025 Q1	$630K	Sell	7,663 -2,447	-24%	-$207K	0.04%	334
2024 Q4	$845K	Sell	10,110 -3,413	-25%	-$288K	0.05%	343
2024 Q3	$1.08M	Buy	+13,523	New	+$1.02M	0.06%	294

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 $104B AUM 28.3% 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

Western Wealth Management's WTV Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 58% in Q2 2026, buying an estimated $2.81M and bringing the position to 76,942 shares worth $7.83M. The position accounts for 0.26% of the portfolio, ranked #79.

Western Wealth Management first reported a position in WTV in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Western Wealth Management held 76,942 shares of WisdomTree US Value Fund worth $7.83M as of Q2 2026.
Western Wealth Management bought 28,153 WisdomTree US Value Fund shares in Q2 2026, an estimated $2.81M.
WisdomTree US Value Fund made up 0.26% of Western Wealth Management's portfolio in Q2 2026, its #79 holding.
Western Wealth Management first reported a position in WisdomTree US Value Fund in Q3 2024 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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