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WisdomTree US Value Fund
WTV

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
217
Holders Change
+13
Holders Change %
+6.37%
% of All Funds
2.67%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.15%
New
28
Increased
117
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$94.9M
2
Morgan Stanley
Morgan Stanley
New York
+$28.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$25.3M
4
Raymond James Financial
Raymond James Financial
Florida
+$24.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$11.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11M
3
IA
Insight Advisors
Pennsylvania
-$8.08M
4
IA
IFG Advisory
Georgia
-$5.12M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
76
First National Bank Sioux Falls
South Dakota
$2.17M +$945K +9,762 +78%
ARC
77
Advisor Resource Council
Texas
$2.09M +$43.8K +452 +2%
HP
78
Holistic Planning
Texas
$2.09M +$855K +8,827 +67%
HI
79
Harbour Investments
Wisconsin
$2.07M +$299K +3,089 +16%
SFC
80
Strategic Financial Concepts
Texas
$1.96M +$2.01M +20,708 New
AWA
81
Arkadios Wealth Advisors
Georgia
$1.94M +$659K +6,807 +50%
FFS
82
Founders Financial Securities
Maryland
$1.94M +$150K +1,551 +8%
BWS
83
BFI Wealth Solutions
Texas
$1.91M +$44.2K +456 +2%
TFS
84
Thoroughbred Financial Services
Tennessee
$1.79M +$240K +2,475 +15%
ASN
85
Advisory Services Network
Georgia
$1.78M +$582K +6,013 +47%
CW
86
CreativeOne Wealth
Kansas
$1.77M +$281K +2,898 +18%
AW
87
Alchemi Wealth
Connecticut
$1.72M +$195K +2,010 +12%
IA
88
Integrity Alliance
Iowa
$1.71M -$42.3K -437 -2%
AAS
89
Ameritas Advisory Services
Nebraska
$1.69M -$286K -2,949 -14%
VR
90
Valued Retirements
Texas
$1.67M +$30.6K +316 +2%
SPIA
91
Steward Partners Investment Advisory
New York
$1.57M +$1.49M +15,408 +1,265%
SPC
92
Sigma Planning Corp
Michigan
$1.55M -$45.8K -473 -3%
IA
93
IFP Advisors
Florida
$1.43M -$17.2K -178 -1%
WF
94
WealthPoint Financial
North Carolina
$1.41M +$72.8K +752 +5%
WWA
95
WCG Wealth Advisors
Nevada
$1.41M +$9.39K +97 +0.7%
SWIA
96
Solano Wealth Investment Advisors
California
$1.33M +$65.3K +674 +5%
RA
97
RFG Advisory
Alabama
$1.32M +$13.9K +144 +1%
EWA
98
Etesian Wealth Advisors
Oregon
$1.28M +$73.7K +761 +6%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$1.26M +$1.29M +13,282 New
MCM
100
MidAtlantic Capital Management
Virginia
$1.19M +$966K +9,975 +389%
2 3
4
5 6

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.