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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
HF
151
HRT Financial
New York
$306K +$302K +3,287 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$294K +$289K +3,146 New
GVAG
153
Great Valley Advisor Group
Delaware
$283K -$55.3K -603 -17%
Comerica Bank
154
Comerica Bank
Texas
$274K -$32.7K -357 -11%
KPWS
155
Kestra Private Wealth Services
Texas
$273K +$268K +2,926 New
DAS
156
Dynamic Advisor Solutions
Arizona
$271K +$266K +2,905 New
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$266K +$262K +2,852 New
CPA
158
Cathy Pareto & Associates
Florida
$265K +$3.94K +43 +2%
FF
159
Farrell Financial
New York
$263K +$13.4K +146 +5%
SMC
160
Smith, Moore & Co
Missouri
$259K – – –
P
161
&Partners
Tennessee
$255K +$13.3K +145 +6%
HAG
162
HighPoint Advisor Group
Illinois
$253K +$248K +2,709 New
GIA
163
Gladstone Institutional Advisory
Florida
$250K -$40.5K -442 -14%
FFA
164
Farther Finance Advisors
California
$246K +$242K +2,641 New
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$245K – – –
TA
166
TFB Advisors
Kansas
$240K – – –
MCM
167
MidAtlantic Capital Management
Virginia
$239K +$235K +2,561 New
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$235K – – –
PAS
169
Park Avenue Securities
New York
$235K +$7.71K +84 +3%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$216K -$42K -458 -17%
EAM
171
Empirical Asset Management
Massachusetts
$209K -$35.4K -386 -15%
AWA
172
Arete Wealth Advisors
Illinois
$209K -$9.81K -107 -5%
SL
173
SWMG LLC
Texas
$206K +$188K +2,054 New
AQR Capital Management
174
AQR Capital Management
Connecticut
$204K +$200K +2,182 New
AWMG
175
ADG Wealth Management Group
Louisiana
$202K +$198K +2,164 New
5 6
7
8 9

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.