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WisdomTree LargeCap Value Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.4M	16k	91.01
2025-06-30	$755k	8.7k	86.40
2025-03-31	$742k	9.0k	82.17
2024-12-31	$337k	4.0k	83.58

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View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree LargeCap Value Fund

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View all funds holding WisdomTree LargeCap Value Fund

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