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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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$2.24M +$1.74M +19,019 +384%
UAG
77
United Advisor Group
Ohio
$2.21M +$1.09M +11,870 +101%
ARC
78
Advisor Resource Council
Texas
$2.1M +$1.99M +21,656 New
AAS
79
Ameritas Advisory Services
Nebraska
$1.94M +$1.75M +19,104 +1,147%
BWS
80
BFI Wealth Solutions
Texas
$1.84M +$1.81M +19,717 New
HI
81
Harbour Investments
Wisconsin
$1.75M +$91K +992 +6%
FFS
82
Founders Financial Securities
Maryland
$1.73M +$589K +6,416 +53%
IA
83
Integrity Alliance
Iowa
$1.72M +$40.8K +445 +2%
VR
84
Valued Retirements
Texas
$1.62M +$234K +2,548 +17%
SPC
85
Sigma Planning Corp
Michigan
$1.57M +$137K +1,494 +10%
TFS
86
Thoroughbred Financial Services
Tennessee
$1.53M +$289K +3,150 +24%
AW
87
Alchemi Wealth
Connecticut
$1.5M +$1.48M +16,113 New
CW
88
CreativeOne Wealth
Kansas
$1.47M +$485K +5,282 +50%
IA
89
IFP Advisors
Florida
$1.43M +$40.8K +445 +3%
WWA
90
WCG Wealth Advisors
Nevada
$1.38M +$252K +2,746 +23%
WF
91
WealthPoint Financial
North Carolina
$1.32M +$1.29M +14,118 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$1.29M -$153K -1,665 -11%
RA
93
RFG Advisory
Alabama
$1.29M +$39.5K +431 +3%
AWA
94
Arkadios Wealth Advisors
Georgia
$1.28M -$134K -1,464 -10%
SWIA
95
Solano Wealth Investment Advisors
California
$1.25M +$4.13K +45 +0.3%
HP
96
Holistic Planning
Texas
$1.24M +$1.22M +13,270 New
PAG
97
Powers Advisory Group
Illinois
$1.2M +$1.18M +12,819 New
ASN
98
Advisory Services Network
Georgia
$1.19M +$210K +2,288 +22%
EWA
99
Etesian Wealth Advisors
Oregon
$1.19M +$1.17M +12,762 New
FNBSF
100
First National Bank Sioux Falls
South Dakota
$1.16M +$346K +3,768 +43%
2 3
4
5 6

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.