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WisdomTree LargeCap Value Fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 2.6k 91.01
2025-06-30 $224k 2.6k 86.40
2025-03-31 $211k 2.6k 81.36
2024-12-31 $217k 2.6k 83.61

More positions owned by Wiley Bros.-aintree Capital

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

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