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WisdomTree LargeCap Value Fund shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 31k 93.30

More positions owned by Vericrest Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Vericrest Private Wealth

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
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund