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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
M
101
MATAURO
New York
$1.08M +$37.5K +409 +4%
PWA
102
PCG Wealth Advisors
Kansas
$995K +$22.1K +241 +2%
FTS
103
Fifth Third Securities
Ohio
$987K -$59.1K -644 -6%
WS
104
Wedbush Securities
California
$971K +$330K +3,601 +53%
WIA
105
World Investment Advisors
California
$934K +$254K +2,766 +38%
TWM
106
TopTier Wealth Management
Wisconsin
$905K +$890K +9,703 New
AC
107
Avant Capital
Louisiana
$892K +$217K +2,366 +33%
RW
108
RVW Wealth
California
$887K – – –
AB
109
Atlas Brown
Kentucky
$877K +$862K +9,399 New
MCM
110
MAI Capital Management
Ohio
$806K +$793K +8,642 New
PCM
111
Parsons Capital Management
Rhode Island
$767K +$308K +3,356 +69%
FNBOO
112
First National Bank of Omaha
Nebraska
$763K +$744K +8,116 New
CAG
113
Centerpoint Advisory Group
Kansas
$763K +$173K +1,884 +30%
CSP
114
Cary Street Partners
Virginia
$757K +$211K +2,300 +40%
SF
115
Summit Financial
New Jersey
$747K +$281K +3,065 +62%
WLPWM
116
Walled Lake Planning & Wealth Management
Illinois
$710K +$8.35K +91 +1%
SEIA
117
Signature Estate & Investment Advisors
California
$694K +$3.39K +37 +0.5%
DAS
118
Diversify Advisory Services
Utah
$657K +$182K +1,984 +41%
XPN
119
XY Planning Network
Montana
$626K +$273K +2,978 +80%
PS
120
Principal Securities
Iowa
$593K +$100K +1,093 +21%
OPW
121
Osprey Private Wealth
New York
$578K +$569K +6,198 New
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$561K – – –
WCAMG
123
Woodard & Company Asset Management Group
North Carolina
$560K +$550K +5,998 New
LI
124
LRI Investments
Florida
$540K +$183 +2 +0%
Jane Street
125
Jane Street
New York
$540K -$1.3M -14,165 -71%
3 4
5
6 7

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.