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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
LFG
201
Larson Financial Group
Missouri
$3.92K – – –
Russell Investments Group
202
Russell Investments Group
United Kingdom
$746 – – –
Wells Fargo
203
Wells Fargo
California
$138 -$92 -1 -50%
Citigroup
204
Citigroup
New York
$93 +$92 +1 New
CGH
205
Crossmark Global Holdings
Texas
– -$2.36M -25,924 Closed
SFC
206
Strategic Financial Concepts
Texas
– -$1.71M -18,829 Closed
VA
207
Valmark Advisers
Ohio
– -$1.32M -14,554 Closed
CPRC
208
Consolidated Portfolio Review Corp
New York
– -$424K -4,654 Closed
KIM
209
Kane Investment Management
California
– -$308K -3,386 Closed
OP
210
ORG Partners
Indiana
– -$264K -2,906 Closed
TCA
211
Transcend Capital Advisors
New Jersey
– -$209K -2,300 Closed
HI
212
Hoey Investments
Pennsylvania
– -$79.2K -870 Closed
US Bancorp
213
US Bancorp
Minnesota
– -$20K -220 Closed
UBS Group
214
UBS Group
Switzerland
– -$11.6K -127 Closed
JWA
215
JFS Wealth Advisors
Pennsylvania
– -$3.73K -41 Closed
MSG
216
Main Street Group
Virginia
– -$2K -22 Closed
WANY
217
Wealthspire Advisors (New York)
New York
– -$459 -5 Closed
Fidelity Investments
218
Fidelity Investments
Massachusetts
– -$273 -3 Closed
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.