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WisdomTree LargeCap Value Fund shares owned by Kane Investment Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Kane Investment Management from 13F filings

Historical chart of Kane Investment Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Kane Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 3.4k 91.01
2025-06-30 $339k 3.9k 86.40
2025-03-31 $314k 3.8k 82.17

More positions owned by Kane Investment Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cintas Corporation (CTAS)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Howmet Aerospace (HWM)
Mastercard Incorporated Cl A (MA)

View all positions for Kane Investment Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
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