XY Planning Network’s WisdomTree US Value Fund WTV Stock Holding History

XY Planning Network’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	$505K	Buy	4,961 +307	+7%	+$30.7K	0.06%	211
2026 Q1	$440K	Sell	4,654 -2,058	-31%	-$199K	0.07%	193
2025 Q4	$626K	Buy	6,712 +2,978	+80%	+$273K	0.11%	152
2025 Q3	$323K	Hold	3,734	–	–	0.11%	140
2025 Q2	$323K	Buy	3,734 +217	+6%	+$17.7K	0.11%	140
2025 Q1	$289K	Buy	+3,517	New	+$298K	0.19%	79

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

XY Planning Network's WTV Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree US Value Fund (WTV) stake by 6.6% in Q2 2026, buying an estimated $30.7K and bringing the position to 4,961 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #211.

XY Planning Network first reported a position in WTV in Q1 2025 and has held it in 6 quarters since. The position peaked at $626K in Q4 2025. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

XY Planning Network held 4,961 shares of WisdomTree US Value Fund worth $505K as of Q2 2026.
XY Planning Network bought 307 WisdomTree US Value Fund shares in Q2 2026, an estimated $30.7K.
WisdomTree US Value Fund made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #211 holding.
XY Planning Network first reported a position in WisdomTree US Value Fund in Q1 2025 and has held it in 6 quarters since.
XY Planning Network's WisdomTree US Value Fund position peaked at $626K in Q4 2025.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.