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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
LPL Financial
1
LPL Financial
California
$239M +$24M +261,672 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$177M +$219K +2,390 +0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$140M +$8.56M +93,366 +7%
Morgan Stanley
4
Morgan Stanley
New York
$123M +$36.9M +402,408 +44%
Osaic Holdings
5
Osaic Holdings
Arizona
$117M +$1.51M +16,426 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$112M +$4.06M +44,310 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$42.3M +$22.7M +247,360 +120%
KAS
8
Kestra Advisory Services
Texas
$37.6M +$18.9M +205,845 +104%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$33.7M +$3.12M +34,032 +10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$33.6M +$31.9M +347,437 +7,766%
Stifel Financial
11
Stifel Financial
Missouri
$31M +$2.41M +26,265 +9%
Lido Advisors
12
Lido Advisors
California
$28.4M -$48.6K -530 -0.2%
Bank of America
13
Bank of America
North Carolina
$22.5M +$19.8M +215,794 +840%
RC
14
Resolute Capital
South Carolina
$22.3M +$22M +239,459 New
OBWG
15
Onyx Bridge Wealth Group
New York
$22.1M +$641K +6,983 +3%
LFA
16
Legacy Financial Advisors
Kentucky
$20.8M -$112K -1,226 -0.5%
AFS
17
Anderson Financial Strategies
Ohio
$20.8M +$113K +1,227 +0.6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$20M -$1.69M -18,461 -8%
SL
19
Systelligence LLC
Minnesota
$19.1M +$1.71M +18,643 +10%
PA
20
Prism Advisors
California
$18.3M -$1.09M -11,858 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$18.3M +$1.31M +14,290 +8%
OC
22
Oppenheimer & Co
New York
$18.1M +$252K +2,748 +1%
AIP
23
Ameritas Investment Partners
Nebraska
$15.6M +$664K +7,244 +5%
VVP
24
Venture Visionary Partners
Ohio
$14.1M -$79.4K -866 -0.6%
TCOT
25
Trust Company of Toledo
Ohio
$14M +$1.31M +14,278 +11%
1
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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.