We are live on ! Find out more
WTV icon

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
BFA
126
Beacon Financial Advisory
Ohio
$513K +$19.2K +209 +4%
SOS
127
Silver Oak Securities
Tennessee
$508K +$496K +5,404 New
LC
128
Lavelle Capital
California
$482K +$474K +5,165 New
OBGC
129
O'Brien Greene & Co
Pennsylvania
$471K +$13.8K +150 +3%
MA
130
Mutual Advisors
Nebraska
$470K -$2.75K -30 -0.6%
WBG
131
Wharton Business Group
Pennsylvania
$456K – – –
GWP
132
Gateway Wealth Partners
Wisconsin
$452K +$445K +4,846 New
AI
133
Atria Investments
North Carolina
$442K -$549K -5,986 -56%
CF
134
Centaurus Financial
California
$431K +$23.6K +257 +6%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$429K -$826 -9 -0.2%
RA
136
Rubicon Advisors
California
$424K +$417K +4,546 New
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$420K – – –
AA
138
Armis Advisers
Georgia
$411K +$404K +4,399 New
APA
139
Astoria Portfolio Advisors
New York
$382K +$354K +3,856 New
RFG
140
REAP Financial Group
Texas
$379K -$8.07K -88 -2%
VFP
141
Verus Financial Partners
Virginia
$376K – – –
EFS
142
Essex Financial Services
Connecticut
$376K +$158K +1,725 +75%
WH
143
Willner & Heller
California
$369K +$82.5K +899 +29%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$352K – – –
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$344K +$214K +2,332 +173%
QP
146
Quartz Partners
New York
$337K -$1.65K -18 -0.5%
NWM
147
Nova Wealth Management
Florida
$324K +$17K +185 +6%
TFM
148
Trademark Financial Management
Minnesota
$322K +$11.6K +126 +4%
GS
149
GWN Securities
Florida
$308K +$29.1K +317 +11%
RIA
150
Regal Investment Advisors
Michigan
$306K +$367 +4 +0.1%
4 5
6
7 8

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.