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WisdomTree LargeCap Value Fund shares owned by Farrell Financial

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Farrell Financial from 13F filings

Historical chart of Farrell Financial investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Farrell Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.7k 91.01

More positions owned by Farrell Financial

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Esg Intl Stk Etf (VSGX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Loews Corporation (L)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Farrell Financial

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Northwestern Mutual Wealth Management Company
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Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund