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WisdomTree LargeCap Value Fund shares owned by BFI Wealth Solutions

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by BFI Wealth Solutions from 13F filings

Historical chart of BFI Wealth Solutions investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by BFI Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 20k 93.30

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Schwab Strategic Tr Fundamental Intl (FNDF)
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)

View all positions for BFI Wealth Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund