WisdomTree US Value Fund
236 hedge funds and large institutions have $2.21B invested in WisdomTree US Value Fund in 2026 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 119 increasing their positions, 60 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
98% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 60
10% more capital invested
Capital invested by funds: $2.01B → $2.21B (+$205M)
8% more funds holding
Funds holding: 219 → 236 (+17)
2.88% less ownership
Funds ownership: 78.06% → 75.18% (-2.9%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCT
First Community Trust
Dubuque,
Iowa
|
+$54.5M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$26.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$20.7M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.6M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$30.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$27.4M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$26.9M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$24.7M |
WTV Hedge Fund Activity: Q2 2026 in Review
236 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Value Fund (WTV) for Q2 2026, worth a combined $2.21B — up 10% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WTV positions and 11 closed out — a net gain of 19 holders — while 119 added to existing stakes and 60 trimmed.
The largest buyer was First Community Trust, opening a new position worth an estimated $54.5M. The largest seller was Envestnet Asset Management, cutting an estimated $33.3M.
- 236 institutional investors held WisdomTree US Value Fund (WTV) as of Q2 2026, up from 219 in Q1 2026.
- Funds reported $2.21B of WisdomTree US Value Fund stock for Q2 2026, up 10% quarter-over-quarter.
- 30 funds opened new WisdomTree US Value Fund positions in Q2 2026 and 11 closed out, a net change of +19 holders.
- The largest WisdomTree US Value Fund buyer in Q2 2026 was First Community Trust, an estimated $54.5M added.
- The largest WisdomTree US Value Fund seller in Q2 2026 was Envestnet Asset Management, an estimated $33.3M sold.
Based on aggregated 13F filings for Q2 2026.