WisdomTree US Value Fund
217 hedge funds and large institutions have $2B invested in WisdomTree US Value Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 117 increasing their positions, 50 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
134% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 50
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
14% more capital invested
Capital invested by funds: $1.75B → $2B (+$247M)
6% more funds holding
Funds holding: 204 → 217 (+13)
4.81% less ownership
Funds ownership: 82.45% → 77.65% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$94.9M |
| 2 |
Morgan Stanley
New York
|
+$28.3M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$25.3M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$24.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$11.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$11M |
| 3 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$8.08M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$5.12M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.03M |
WTV Hedge Fund Activity: Q1 2026 in Review
217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2026, worth a combined $2B — up 14% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WTV positions and 11 closed out — a net gain of 17 holders — while 117 added to existing stakes and 50 trimmed.
The largest buyer was LPL Financial, adding an estimated $94.9M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $11.1M sold.
- 217 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2026, up from 204 in Q4 2025.
- Funds reported $2B of WisdomTree US Value Fund stock for Q1 2026, up 14% quarter-over-quarter.
- 28 funds opened new WisdomTree US Value Fund positions in Q1 2026 and 11 closed out, a net change of +17 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2026 was LPL Financial, an estimated $94.9M added.
- The largest WisdomTree US Value Fund seller in Q1 2026 was Axxcess Wealth Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2026.