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WisdomTree LargeCap Value Fund shares owned by Narus Financial Partners

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

Historical chart of Narus Financial Partners investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $537k 5.3k 101.72

More positions owned by Narus Financial Partners

Wal-Mart Stores (WMT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Comm Srvc Etf (VOX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Narus Financial Partners

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Envestnet Asset Management
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Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
First Community Trust Na
Kestra Advisory Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Stifel Financial
Private Advisor
Resolute Capital
Harel Insurance Investments & Financial Services

View all funds holding WisdomTree LargeCap Value Fund