Wisdomtree U.S. Value FundWTVETF
13F holders, Q2 2026 (June 30)236holders +17
28new positions
11sold out
2famous investors
$101.99avg. 13F price*
At the end of Q2 2026, 236 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 17 from Q1 2026. 28 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($329.0M), Raymond James Financial Inc. ($190.4M) and Morgan Stanley ($171.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree U.S. Value Fund
- CUSIP
- 97717W547
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $114.2M |
| Exits | 11 | $62.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,586,870 shares bought and 2,047,609 shares sold, net +539,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| LPL Financial LLC | 0.07% | Reduce -8.5% | 3,234,403 | $329.0M |
| Raymond James Financial Inc. | 0.05% | Add +7.2% | 1,872,080 | $190.4M |
| Morgan Stanley | 0.01% | Add +4.6% | 1,688,436 | $171.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -16.8% | 1,652,709 | $168.1M |
| Osaic Holdings, Inc. | 0.16% | Reduce -8.6% | 1,302,119 | $132.5M |
| HighTower Advisors, LLC | 0.12% | Add +2.0% | 1,267,908 | $129.0M |
| Cetera Investment Advisers | 0.06% | Add +21.2% | 637,003 | $64.8M |
| First Community Trust NA | 25.08% | New | 545,821 | $55.5M |
| Kestra Advisory Services, LLC | 0.17% | Add +21.6% | 516,715 | $52.6M |
| Bank of America Corp. | 0.00% | Add +26.1% | 398,169 | $40.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +24.7% | 385,150 | $39.2M |
| Stifel Financial Corp. | 0.03% | Add +0.8% | 355,650 | $36.2M |
| Private Advisor Group, LLC | 0.17% | Add +140.3% | 355,607 | $36.2M |
| Resolute Capital, LLC | 12.15% | Add +36.1% | 346,145 | $35.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.13% | New | 266,800 | $27.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.5% | 248,743 | $26.0M |
| Anderson Financial Strategies, LLC | 12.57% | Add +1.0% | 223,678 | $24.2M |
| Legacy Financial Advisors, Inc. | 2.81% | Add +0.5% | 226,780 | $23.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.7% | 221,857 | $22.6M |
| Oppenheimer & Co. Inc. | 0.23% | Add +7.1% | 211,755 | $21.5M |
| Trust Co. of Toledo NA | 1.69% | Add +19.1% | 200,115 | $20.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.2% | 188,315 | $19.2M |
| Prism Advisors, Inc. | 4.57% | Add +0.2% | 184,919 | $18.8M |
| Ameritas Investment Partners, Inc. | 0.47% | Add +5.3% | 173,587 | $17.7M |
| Venture Visionary Partners LLC | 0.49% | Add +5.4% | 173,085 | $17.6M |
| Onyx Bridge Wealth Group LLC | 1.51% | Reduce -19.1% | 165,274 | $16.8M |
| Systelligence, LLC | 2.73% | Reduce -27.6% | 160,487 | $16.3M |
| Flagship Harbor Advisors, LLC | 0.62% | Add +5.5% | 160,028 | $16.3M |
| Cornerstone Planning Group LLC | 1.94% | Add +3.3% | 146,722 | $15.4M |
| 626 Financial, LLC | 5.89% | Add +5.8% | 148,026 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.7% | 138,725 | $14.2M |
| Certuity, LLC | 0.62% | Add +33.8% | 123,471 | $12.6M |
| Capital Asset Advisory Services LLC | 0.43% | Reduce -2.0% | 116,832 | $11.9M |
| Axxcess Wealth Management, LLC | 0.19% | New | 116,832 | $11.9M |
| MML Investors Services, LLC | 0.02% | Add +29.9% | 115,504 | $11.7M |
| Menora Mivtachim Holdings LTD. | 0.04% | No change | 112,212 | $11.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.12% | Add +2.0% | 108,467 | $11.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -23.2% | 107,161 | $10.9M |
| Team Financial Group, LLC | 4.59% | Add +3.0% | 106,286 | $10.8M |
| Global Retirement Partners, LLC | 0.15% | — | 96,039 | $9.8M |
| Equitable Holdings, Inc. | 0.05% | Add +2.6% | 90,250 | $9.2M |
| AE Wealth Management LLC | 0.04% | Add +5.4% | 84,700 | $8.6M |
| Ruggaard & Associates LLC | 3.02% | Add +3.5% | 82,878 | $8.4M |
| Jones Financial Companies LLLP | 0.00% | Add +35.8% | 80,812 | $8.3M |
| Western Wealth Management, LLC | 0.26% | Add +57.7% | 76,942 | $7.8M |
| D.A. Davidson & Co. | 0.04% | Add +2218.2% | 73,926 | $7.5M |
| Ceera Investments, LLC | 3.08% | Add +38.1% | 71,378 | $7.3M |
| Leslie Global Wealth, LLC | 2.76% | Reduce -42.2% | 39,649 | $7.1M |
| Columbia Advisory Partners LLC | 3.74% | Add +2.8% | 66,582 | $6.8M |
| Ameritas Advisory Services, LLC | 0.14% | Add +272.6% | 66,393 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Add +38.1% | 65,754 | $6.7M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -1.3% | 64,254 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +20.0% | 64,194 | $6.5M |
| IFG Advisory, LLC | 0.23% | New | 63,733 | $6.5M |
| USAdvisors Wealth Management, LLC | 1.76% | Reduce -16.5% | 60,504 | $6.2M |
| United Advisor Group, LLC | 0.59% | Add +91.8% | 54,200 | $5.5M |
| Modern Wealth Management, LLC | 0.07% | Reduce -5.3% | 54,192 | $5.5M |
| Smartleaf Asset Management LLC | 0.17% | No change | 51,778 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 48,478 | $4.9M |
| Creative Financial Designs Inc. | 0.23% | Add +13729.7% | 47,989 | $4.9M |
| Lanark Financial, Inc. | 0.31% | Add +10.7% | 45,345 | $4.6M |
| PMG Wealth Management, Inc. | 2.76% | Add +9.1% | 43,832 | $4.5M |
| Nilsine Partners, LLC | 0.31% | Reduce -0.3% | 43,817 | $4.5M |
| Vericrest Private Wealth | 3.92% | Add +22.9% | 43,350 | $4.4M |
| Optima Capital LLC | 1.52% | Reduce -0.6% | 37,966 | $3.9M |
| Bay Capital Advisors, LLC | 2.07% | Add +9.9% | 37,941 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.0% | 36,937 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +21.9% | 36,435 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -35.5% | 35,278 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +7.7% | 35,109 | $3.6M |
| Powers Advisory Group, LLC | 1.08% | Add +31.5% | 33,843 | $3.4M |
| Santori & Peters, Inc. | 0.87% | Add +1.4% | 30,321 | $3.1M |
| Advisor Resource Council | 0.92% | Add +21.2% | 26,801 | $2.8M |
| Founders Financial Securities LLC | 0.14% | Add +34.1% | 26,958 | $2.7M |
| Uptick Partners, LLC | 0.41% | Add +16.7% | 25,791 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.9% | 25,764 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +14.2% | 23,377 | $2.4M |
| Cooper Financial Group | 0.19% | Reduce -19.4% | 22,705 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +1.4% | 22,187 | $2.3M |
| Strategic Financial Concepts, LLC | 0.66% | Add +5.8% | 21,901 | $2.2M |
| First National Bank Sioux Falls | 0.59% | No change | 22,226 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +55.0% | 20,587 | $2.1M |
| BFI Wealth Solutions, LLC | 1.54% | Add +1.3% | 20,426 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Add +8.4% | 20,391 | $2.1M |
| Alchemi Wealth, LLC | 0.94% | Add +9.2% | 19,781 | $2.0M |
| Keating Financial Advisory Services, Inc. | 0.26% | Reduce -25.9% | 19,579 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +2.8% | 19,388 | $2.0M |
| Integrity Alliance, Llc. | 0.06% | Add +6.1% | 19,112 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -35.2% | 18,636 | $1.9M |
| Valued Retirements, Inc. | 1.64% | Add +1.5% | 17,908 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 17,357 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 16,692 | $1.7M |
| UBS Group AG | 0.00% | New | 16,150 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +6.2% | 16,047 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -2.6% | 15,981 | $1.6M |
| Centerpoint Advisory Group | 0.99% | Add +30.8% | 15,316 | $1.6M |
| WealthPoint Financial, LLC | 1.13% | Add +2.7% | 15,270 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.46% | Add +12.3% | 15,188 | $1.5M |
| Sonoma Allocations LLC | 0.48% | Add +99.2% | 14,930 | $1.5M |
| MAI Capital Management | 0.01% | Add +23.0% | 14,941 | $1.5M |
"% of holder's portfolio" is WTV's weight in each manager's 13F, not the share of Wisdomtree U.S. Value Fund the manager owns.