WisdomTree US Value Fund

WTV

Market cap $1.71B

Overview Fund Activity

91.27 USD

-0.85

0.92%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

91.05

-0.22

0.24%

1 day

-0.92%

5 days

-0.05%

1 month

3.16%

3 months

7.79%

6 months

12.83%

Year to date

9.7%

1 year

20.71%

5 years

115.92%

10 years

187.65%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

102% more capital invested

Capital invested by funds: $625M [Q1] → $1.26B (+$635M) [Q2]

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

29% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 9 (+2) [Q2]

16% more funds holding

Funds holding: 135 [Q1] → 157 (+22) [Q2]

11.25% more ownership

Funds ownership: 76.13% [Q1] → 87.37% (+11.25%) [Q2]

See Fund Rankings

Financial journalist opinion

Under-the-Radar Members of $1 Billion ETF Flows Club

To some, $1 billion of ETF net inflows is not what it used to be. The U.S. ETF industry has gathered more than $700 billion of net inflows this year and is likely to again break the $1 trillion mark.

Under-the-Radar Members of $1 Billion ETF Flows Club

WTV: The Winning Active Value ETF

WTV offers a compelling active value strategy, outperforming passive peers with a strong 5-year annualized return of 18.5% and low fees. The ETF is highly diversified across 139 holdings, with a sector mix favoring financials, industrials, healthcare, and consumer staples. Current macro trends and expert opinions support value investing for the medium term, but this advantage may not persist long-term.

WTV: The Winning Active Value ETF

CVAR: Why You Should Avoid This High Fee Active All-Cap Value ETF

CVAR: Why You Should Avoid This High Fee Active All-Cap Value ETF

CVAR: Why You Should Avoid This High Fee Active All-Cap Value ETF

WTV: Attractive Valuation, Solid Long-Term Investment

WisdomTree U.S. Value Fund ETF is recommended with a buy rating due to its strong track record and ability to outperform in both bull and bear markets. The fund focuses on high-quality, dividend-paying companies, balancing its portfolio to limit downside risk and capitalize on growth opportunities. WTV's current valuation is attractive, trading at 14x trailing and 12x forward earnings, with a low expense ratio of 0.12%.

WTV: Attractive Valuation, Solid Long-Term Investment

Why WTV's Mid‑Cap Value Tilt And Strong Distributions Matter Now

Tech stocks have struggled, making ETFs like WisdomTree U.S. Value Fund appealing for their diversification, liquidity, and low costs, despite recent P/E expansion. WTV combines mid-cap value exposure with a robust yield profile, focusing on companies with strong dividends, share buybacks, and free cash flow generation. The ETF offers broad diversification across 11 sectors, low expense ratios, and a dynamic dividend yield, making it a sensible choice for risk-conscious investors.

Why WTV's Mid‑Cap Value Tilt And Strong Distributions Matter Now

Dividends Are Nice, But Shareholder Yield May Be Better

There's no denying many investors love equity income. And there's no refuting that, over the long term, dividends — particularly when reinvested — can represent a significant portion of a portfolio's total returns.

Dividends Are Nice, But Shareholder Yield May Be Better

2024 Is Over—What Are We Seeing for 2025?

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways After two years of dominance by mega-cap growth stocks, 2025 presents an evolving landscape where dividend-focused strategies like the WisdomTree U.S. High Dividend Fund (DHS) and value-oriented strategies like the WisdomTree U.S. Value Fund (WTV) may offer defensive opportunities. Growth-oriented Funds like the WisdomTree U.S.

2024 Is Over—What Are We Seeing for 2025?

Investors Business Daily

Top Advisor Picks 3 ETFs For The New Political World

The S&P 500 just wrapped up its second consecutive year of 20%-plus gains. This year presents a new challenges and best ETFs.

Top Advisor Picks 3 ETFs For The New Political World

These ETFs Make a Potent Pair

Investors often hear about the benefits of diversification. That's often interpreted as building a portfolio with a lot of stocks or funds.

These ETFs Make a Potent Pair

The Right Way to Revisit Value Stocks

Value stocks delivered solid performances in the back half of 2024. That could prompt advisors and investors to revisit the value factor and related ETFs.

The Right Way to Revisit Value Stocks

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