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WisdomTree US Value Fund
WTV

177 hedge funds and large institutions have $1.45B invested in WisdomTree US Value Fund in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

164% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 33

14% more capital invested

Capital invested by funds: $1.27B → $1.45B (+$181M)

12% more funds holding

Funds holding: 158 → 177 (+19)

5.06% less ownership

Funds ownership: 88.23% → 83.17% (-5.1%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
2.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
31
Increased
87
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$43.7M
2
LPL Financial
LPL Financial
California
+$25.6M
3
Raymond James Financial
Raymond James Financial
Florida
+$23M
4
VVP
Venture Visionary Partners
Ohio
+$13.5M
5
Stifel Financial
Stifel Financial
Missouri
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$3.7M
2
Goldman Sachs
Goldman Sachs
New York
-$1.72M
3
ARC
Advisor Resource Council
Texas
-$1.58M
4
KAS
Kestra Advisory Services
Texas
-$1.54M
5
OC
Optima Capital
Oregon
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
126
Trademark Financial Management
Minnesota
$303K +$296K +3,325 New
Comerica Bank
127
Comerica Bank
Texas
$300K +$142K +1,590 +93%
NWM
128
Nova Wealth Management
Florida
$300K +$190K +2,132 +184%
RIA
129
Regal Investment Advisors
Michigan
$298K -$5.79K -65 -2%
GIA
130
Gladstone Institutional Advisory
Florida
$284K -$51.2K -575 -16%
WH
131
Willner & Heller
California
$278K +$21.4K +240 +9%
GS
132
GWN Securities
Florida
$273K -$216K -2,419 -45%
OP
133
ORG Partners
Indiana
$264K -$9.62K -108 -4%
CPA
134
Cathy Pareto & Associates
Florida
$255K -$115K -1,291 -32%
SMC
135
Smith, Moore & Co
Missouri
$253K -$13.8K -155 -5%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$252K +$247K +2,775 New
PTC
137
Private Trust Company
Ohio
$249K -$86.5K -971 -26%
FF
138
Farrell Financial
New York
$243K +$238K +2,673 New
TNBTD
139
Trustmark National Bank Trust Department
Mississippi
$239K – – –
EAM
140
Empirical Asset Management
Massachusetts
$239K +$234K +2,630 New
P
141
&Partners
Tennessee
$236K – – –
TA
142
TFB Advisors
Kansas
$233K +$7.57K +85 +3%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$229K – – –
PAS
144
Park Avenue Securities
New York
$221K +$217K +2,432 New
AWA
145
Arete Wealth Advisors
Illinois
$214K +$209K +2,346 New
EFS
146
Essex Financial Services
Connecticut
$210K +$205K +2,303 New
TCA
147
Transcend Capital Advisors
New Jersey
$209K +$205K +2,300 New
C
148
Certuity
Florida
$202K +$198K +2,220 New
AAS
149
Ameritas Advisory Services
Nebraska
$152K -$385K -4,320 -72%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$123K +$120K +1,351 New
4 5
6
7 8

WTV Hedge Fund Activity: Q3 2025 in Review

177 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q3 2025, worth a combined $1.45B — up 14% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WTV positions and 9 closed out — a net gain of 22 holders — while 87 added to existing stakes and 33 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $43.7M. The largest seller was Systelligence LLC, cutting an estimated $3.7M.

  • 177 institutional investors held WisdomTree US Value Fund (WTV) as of Q3 2025, up from 158 in Q2 2025.
  • Funds reported $1.45B of WisdomTree US Value Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 31 funds opened new WisdomTree US Value Fund positions in Q3 2025 and 9 closed out, a net change of +22 holders.
  • The largest WisdomTree US Value Fund buyer in Q3 2025 was HighTower Advisors, an estimated $43.7M added.
  • The largest WisdomTree US Value Fund seller in Q3 2025 was Systelligence LLC, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2025.