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WisdomTree US Value Fund
WTV

158 hedge funds and large institutions have $1.27B invested in WisdomTree US Value Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

103% more capital invested

Capital invested by funds: $628M → $1.27B (+$644M)

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

16% more funds holding

Funds holding: 136 → 158 (+22)

11.7% more ownership

Funds ownership: 76.53% → 88.23% (+12%)

Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
33
Increased
68
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
2
Osaic Holdings
Osaic Holdings
Arizona
+$91.4M
3
SAF
Smith Anglin Financial
Texas
+$90.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$54.4M
5
LPL Financial
LPL Financial
California
+$44.7M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$12.2M
2
ARC
Advisor Resource Council
Texas
-$6.2M
3
AWS
Atria Wealth Solutions
New York
-$4.46M
4
PA
Prism Advisors
California
-$4.13M
5
GWM
Geneos Wealth Management
Colorado
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
151
Wells Fargo
California
$11.2K -$82 -1 -0.8%
UBS Group
152
UBS Group
Switzerland
$11K -$252K -3,082 -96%
C
153
Covestor
United Kingdom
$9K +$1.55K +19 +22%
TCM
154
TD Capital Management
Tennessee
$6.96K +$82 +1 +1%
PB
155
Pinnacle Bancorp
Nebraska
$6.05K +$5.71K +70 New
LFG
156
Larson Financial Group
Missouri
$3.63K +$3.43K +42 New
MSG
157
Main Street Group
Virginia
$1.9K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$173 -$327 -4 -67%
AWS
159
Atria Wealth Solutions
New York
– -$4.46M -54,302 Closed
IA
160
Integrity Alliance
Iowa
– -$2.41M -29,314 Closed
HCM
161
Hollencrest Capital Management
California
– -$493K -6,000 Closed
TWP
162
Tempus Wealth Planning
California
– -$340K -4,135 Closed
HWM
163
Horizon Wealth Management
Illinois
– -$272K -3,305 Closed
WPC
164
Wedmont Private Capital
Pennsylvania
– -$235K -3,073 Closed
Betterment LLC
165
Betterment LLC
New York
– -$237K -2,882 Closed
CIM
166
Cambria Investment Management
California
– -$224K -2,685 Closed
SIM
167
Synergy Investment Management
Florida
– -$26.1K -318 Closed
MHR
168
Matthew Hamilton Rosenberg
– -$12.3K -150 Closed
3 4 5 6
7

WTV Hedge Fund Activity: Q2 2025 in Review

158 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2025, worth a combined $1.27B — up 103% from $628M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WTV positions and 10 closed out — a net gain of 23 holders — while 68 added to existing stakes and 40 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $135M. The largest seller was Stifel Financial, cutting an estimated $12.2M.

  • 158 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2025, up from 136 in Q1 2025.
  • Funds reported $1.27B of WisdomTree US Value Fund stock for Q2 2025, up 103% quarter-over-quarter.
  • 33 funds opened new WisdomTree US Value Fund positions in Q2 2025 and 10 closed out, a net change of +23 holders.
  • The largest WisdomTree US Value Fund buyer in Q2 2025 was Envestnet Asset Management, an estimated $135M added.
  • The largest WisdomTree US Value Fund seller in Q2 2025 was Stifel Financial, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2025.