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6 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in WISDOMTREE TR

Envestnet Portfolio Solutions, Inc. holds 107,161 shares of WTV (WISDOMTREE TR), worth $10.9M as of 2026-Q2. The position was decreased (-23.2% shares). WTV represents 0.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$10.9M

Current Shares

107,161

Total Value Change

+$10.6M

Total Shares Change

+104,086

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
107,161
-23.2%
$10.9M0.1%$101.72
0
2026-Q1
Decreased
139,486
-0.1%
$13.2M0.1%$98.63
0
2025-Q4
Increased
139,687
+4.2%
$13M0.0%$93.98
29
2025-Q3
Increased
134,029
+1.5%
$12.2M0.0%$90.56
28
2025-Q2
Increased
132,039
+4193.9%
$11.4M0.0%$85.14
45
2025-Q1
New
3,075
-
$252,6680.0%$80.32
32

Other major holders of WTV: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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