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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$135M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.4M |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$90.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$54.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$12.2M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$6.2M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$4.46M |
| 4 |
PA
Prism Advisors
Studio City,
California
|
-$4.13M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$4.03M |
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.