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 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	Buy	+7,663	New	+$649K	0.04%	334
2024 Q4	–	Sell	-13,523	Closed	-$1.08M	–	770
2024 Q3	$1.08M	Buy	+13,523	New	+$1.02M	0.06%	294

Other funds holding WTV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's WTV Position: Q1 2026 in Review

Western Wealth Management increased its WisdomTree US Value Fund (WTV) stake by 100% in Q1 2026, buying an estimated $2.36M and bringing the position to 48,789 shares worth $4.62M. The position accounts for 0.18% of the portfolio, ranked #114.

Western Wealth Management first reported a position in WTV in Q3 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Western Wealth Management held 48,789 shares of WisdomTree US Value Fund worth $4.62M as of Q1 2026.
Western Wealth Management bought 24,344 WisdomTree US Value Fund shares in Q1 2026, an estimated $2.36M.
WisdomTree US Value Fund made up 0.18% of Western Wealth Management's portfolio in Q1 2026, its #114 holding.
Western Wealth Management first reported a position in WisdomTree US Value Fund in Q3 2024 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.