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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
204
Holders Change
+27
Holders Change %
+15.25%
% of All Funds
2.48%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
42
Increased
101
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$36.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.9M
3
LPL Financial
LPL Financial
California
+$24M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.7M
5
Bank of America
Bank of America
North Carolina
+$19.8M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$4.23M
2
CGH
Crossmark Global Holdings
Texas
-$2.36M
3
SFC
Strategic Financial Concepts
Texas
-$1.71M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.69M
5
OC
Optima Capital
Oregon
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$5.11M -$184K -2,004 -4%
Truist Financial
52
Truist Financial
North Carolina
$4.88M +$133K +1,446 +3%
SA
53
Sanctuary Advisors
Indiana
$4.86M -$220K -2,403 -4%
SAM
54
Smartleaf Asset Management
Massachusetts
$4.79M +$97.7K +1,065 +2%
GWM
55
Geneos Wealth Management
Colorado
$4.58M +$11.5K +125 +0.3%
NA
56
NewEdge Advisors
Louisiana
$4.33M +$3.48M +37,959 +448%
KFAS
57
Keating Financial Advisory Services
Kansas
$4.25M +$4.18M +45,523 New
SWP
58
Stratos Wealth Partners
Ohio
$3.79M +$301K +3,285 +9%
PWM
59
PMG Wealth Management
Illinois
$3.6M +$224K +2,440 +7%
OC
60
Optima Capital
Oregon
$3.54M -$1.59M -17,360 -31%
SFA
61
Sequoia Financial Advisors
Ohio
$3.44M -$193K -2,105 -5%
BC
62
Bowman & Company
Wisconsin
$3.36M +$16.3K +178 +0.5%
NP
63
Nilsine Partners
Colorado
$3.35M +$157K +1,707 +5%
NS
64
NBC Securities
Alabama
$3.32M +$162K +1,762 +5%
BCA
65
Bay Capital Advisors
Virginia
$2.91M +$278K +3,031 +11%
VPW
66
Vericrest Private Wealth
Pennsylvania
$2.88M +$2.83M +30,860 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.84M +$975K +10,627 +53%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$2.84M +$153K +1,668 +6%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.77M +$950K +10,352 +53%
SS
70
Sunbelt Securities
Texas
$2.75M -$470K -5,122 -15%
CFG
71
Cooper Financial Group
California
$2.72M -$126K -1,378 -5%
SPI
72
Santori & Peters Inc
Pennsylvania
$2.71M +$22.7K +247 +0.9%
C
73
Certuity
Florida
$2.59M +$2.35M +25,579 +1,152%
JWCA
74
J.W. Cole Advisors
Florida
$2.5M +$402K +4,381 +20%
WWM
75
Western Wealth Management
Colorado
$2.28M +$370K +4,030 +20%
1 2
3
4 5

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.