WisdomTree US Value Fund
WTV
204 hedge funds and large institutions have $1.75B invested in WisdomTree US Value Fund in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 40 reducing their positions, and 14 closing their positions.
200% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 14
153% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 40
21% more capital invested
Capital invested by funds: $1.45B → $1.75B (+$299M)
15% more funds holding
Funds holding: 177 → 204 (+27)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.72% less ownership
Funds ownership: 83.17% → 82.45% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$24M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$4.23M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$2.36M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.71M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.69M |
| 5 |
OC
Optima Capital
Beaverton,
Oregon
|
-$1.59M |
WTV Hedge Fund Activity: Q4 2025 in Review
204 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q4 2025, worth a combined $1.75B — up 21% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WTV positions and 14 closed out — a net gain of 28 holders — while 101 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.9M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $4.23M.
- 204 institutional investors held WisdomTree US Value Fund (WTV) as of Q4 2025, up from 177 in Q3 2025.
- Funds reported $1.75B of WisdomTree US Value Fund stock for Q4 2025, up 21% quarter-over-quarter.
- 42 funds opened new WisdomTree US Value Fund positions in Q4 2025 and 14 closed out, a net change of +28 holders.
- The largest WisdomTree US Value Fund buyer in Q4 2025 was Morgan Stanley, an estimated $36.9M added.
- The largest WisdomTree US Value Fund seller in Q4 2025 was Steward Partners Investment Advisory, an estimated $4.23M sold.
Based on aggregated 13F filings for Q4 2025.