World Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

World Investment Advisors’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	$683K	Sell	7,090 -556	-7%	-$55.5K	0.01%	829
2026 Q1	$724K	Sell	7,646 -2,364	-24%	-$229K	0.01%	823
2025 Q4	$934K	Buy	10,010 +2,766	+38%	+$254K	0.02%	711
2025 Q3	$659K	Buy	7,244 +3,141	+77%	+$280K	0.01%	690
2025 Q2	$354K	Sell	4,103 -14	-0.3%	-$1.14K	0.01%	857
2025 Q1	$338K	Buy	+4,117	New	+$349K	0.01%	829

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 $103B AUM 28.65% 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

World Investment Advisors's WTV Position: Q2 2026 in Review

World Investment Advisors reduced its WisdomTree US Value Fund (WTV) stake by 7.3% in Q2 2026, selling an estimated $55.5K and leaving 7,090 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #829.

World Investment Advisors first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $934K in Q4 2025. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

World Investment Advisors held 7,090 shares of WisdomTree US Value Fund worth $683K as of Q2 2026.
World Investment Advisors sold 556 WisdomTree US Value Fund shares in Q2 2026, an estimated $55.5K.
WisdomTree US Value Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #829 holding.
World Investment Advisors first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
World Investment Advisors's WisdomTree US Value Fund position peaked at $934K in Q4 2025.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.