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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
PTC
176
Private Trust Company
Ohio
$165K -$88.4K -964 -35%
SPIA
177
Steward Partners Investment Advisory
New York
$114K -$4.23M -46,105 -97%
SEP
178
Signature Equity Partners
Ohio
$94.8K +$93.3K +1,017 New
William Blair & Company
179
William Blair & Company
Illinois
$91.2K – – –
AA
180
Ancora Advisors
Ohio
$79.3K – – –
CA
181
CoreCap Advisors
Michigan
$75.9K +$2.57K +28 +4%
AssetMark Inc
182
AssetMark Inc
California
$75.1K +$22.1K +241 +43%
CIAS
183
Capital Investment Advisory Services
North Carolina
$56K +$36.7K +400 +200%
AF
184
Allworth Financial
California
$54.4K – – –
ACA
185
Aptus Capital Advisors
Alabama
$47K +$46.2K +504 New
JFA
186
JNBA Financial Advisors
Minnesota
$38.1K +$3.12K +34 +9%
CFD
187
Creative Financial Designs
Indiana
$32.4K – – –
CTWM
188
Cherry Tree Wealth Management
Minnesota
$23.5K – – –
CA
189
Clearstead Advisors
Ohio
$21.4K +$21K +229 New
AG
190
AmeriFlex Group
Nevada
$16.8K +$9.91K +108 +150%
EWM
191
Evolution Wealth Management
Florida
$16.1K +$13.5K +147 +565%
MBFW
192
Morton Brown Family Wealth
Pennsylvania
$15.3K – – –
AC
193
AlphaCore Capital
California
$14K +$13.8K +150 New
HNB
194
Hilltop National Bank
Wyoming
$12.9K – – –
C
195
Covestor
United Kingdom
$12K +$642 +7 +6%
SIS
196
Sound Income Strategies
Florida
$10.7K +$10.2K +111 New
TCM
197
TD Capital Management
Tennessee
$7.59K – – –
PB
198
Pinnacle Bancorp
Nebraska
$6.53K – – –
NB
199
NBT Bank
New York
$6.25K +$8.53K +93 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$4.7K +$4.59K +50 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.