WisdomTree US Value Fund
WTV
136 hedge funds and large institutions have $628M invested in WisdomTree US Value Fund in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 7 closing their positions.
571% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 7
150% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 20
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
36% more funds holding
Funds holding: 100 → 136 (+36)
10% more capital invested
Capital invested by funds: $573M → $628M (+$55M)
3.15% more ownership
Funds ownership: 73.38% → 76.53% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$53.4M |
| 2 |
Morgan Stanley
New York
|
+$46.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$30.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$24M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$27.9M |
| 2 |
SWIA
Solano Wealth Investment Advisors
Fairfield,
California
|
-$6.28M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
-$1.22M |
| 4 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$1.19M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.15M |
WTV Hedge Fund Activity: Q1 2025 in Review
136 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q1 2025, worth a combined $628M — up 9.6% from $573M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new WTV positions and 7 closed out — a net gain of 40 holders — while 50 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $53.4M. The largest seller was Horizon Wealth Management, cutting an estimated $27.9M.
- 136 institutional investors held WisdomTree US Value Fund (WTV) as of Q1 2025, up from 100 in Q4 2024.
- Funds reported $628M of WisdomTree US Value Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
- 47 funds opened new WisdomTree US Value Fund positions in Q1 2025 and 7 closed out, a net change of +40 holders.
- The largest WisdomTree US Value Fund buyer in Q1 2025 was LPL Financial, an estimated $53.4M added.
- The largest WisdomTree US Value Fund seller in Q1 2025 was Horizon Wealth Management, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2025.