Wisdomtree U.S. Value FundWTVETF
13F holders, Q4 2025 (December 31)205holders +28
31new positions
16sold out
1famous investor
$93.34avg. 13F price*
At the end of Q4 2025, 205 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 28 from Q3 2025. 31 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($238.5M), Envestnet Asset Management Inc. ($176.8M) and Raymond James Financial Inc. ($139.6M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $13.9M |
| Exits | 16 | $6.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,577,098 shares bought and 243,001 shares sold, net +2,334,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 205 holders
| LPL Financial LLC | 0.07% | Add +11.4% | 2,556,543 | $238.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.1% | 1,894,544 | $176.8M |
| Raymond James Financial Inc. | 0.04% | Add +6.7% | 1,496,399 | $139.6M |
| Morgan Stanley | 0.01% | Add +43.8% | 1,322,128 | $123.4M |
| Osaic Holdings, Inc. | 0.17% | Add +1.3% | 1,254,143 | $117.0M |
| HighTower Advisors, LLC | 0.12% | Add +3.8% | 1,201,494 | $112.1M |
| Cetera Investment Advisers | 0.05% | Add +120.2% | 453,121 | $42.3M |
| Kestra Advisory Services, LLC | 0.16% | Add +104.2% | 403,492 | $37.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.4% | 360,777 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +7765.7% | 351,911 | $33.6M |
| Stifel Financial Corp. | 0.03% | Add +8.6% | 332,109 | $31.0M |
| Lido Advisors, LLC | 0.11% | Reduce -0.2% | 312,199 | $28.4M |
| Bank of America Corp. | 0.00% | Add +840.2% | 241,479 | $22.5M |
| Resolute Capital, LLC | 9.34% | — | 239,459 | $22.3M |
| Onyx Bridge Wealth Group LLC | 2.35% | Add +3.0% | 236,493 | $22.1M |
| Legacy Financial Advisors, Inc. | 2.87% | Reduce -0.6% | 222,633 | $20.8M |
| Anderson Financial Strategies, LLC | 12.05% | Add +0.6% | 222,510 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.9% | 214,778 | $20.0M |
| Systelligence, LLC | 3.64% | Add +10.0% | 205,082 | $19.1M |
| Prism Advisors, Inc. | 4.88% | Reduce -5.7% | 196,228 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.9% | 196,113 | $18.3M |
| Oppenheimer & Co. Inc. | 0.26% | Add +1.4% | 194,180 | $18.1M |
| Ameritas Investment Partners, Inc. | 0.48% | Add +4.5% | 167,677 | $15.6M |
| Venture Visionary Partners LLC | 0.46% | Reduce -0.6% | 150,451 | $14.1M |
| Trust Co. of Toledo NA | 1.38% | Add +10.6% | 149,628 | $14.0M |
| Flagship Harbor Advisors, LLC | 0.63% | Add +3.8% | 142,320 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +4.2% | 139,687 | $13.0M |
| 626 Financial, LLC | 5.46% | Add +19.7% | 135,538 | $12.6M |
| Cornerstone Planning Group LLC | 1.94% | Add +34921.2% | 130,629 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 131,725 | $12.3M |
| Mariner, LLC | 0.01% | Reduce -1.8% | 131,116 | $12.2M |
| MML Investors Services, LLC | 0.03% | Add +7.1% | 122,680 | $11.4M |
| Capital Asset Advisory Services LLC | 0.46% | Reduce -2.3% | 119,455 | $11.4M |
| Axxcess Wealth Management, LLC | 0.20% | Reduce -2.6% | 119,111 | $11.1M |
| Menora Mivtachim Holdings LTD. | 0.05% | Add +10.3% | 118,814 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Add +23.6% | 113,936 | $10.6M |
| Team Financial Group, LLC | 4.34% | Reduce -0.7% | 102,622 | $9.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.14% | — | 101,535 | $9.5M |
| AE Wealth Management LLC | 0.05% | Add +5.4% | 93,276 | $8.7M |
| Insight Advisors, LLC/ PA | 1.22% | Add +3.8% | 86,556 | $8.1M |
| Cwm, LLC | 0.02% | Add +1.9% | 85,401 | $8.0M |
| Global Retirement Partners, LLC | 0.14% | Reduce -0.0% | 84,724 | $7.9M |
| Retirement Management Systems Inc. | 2.00% | — | 83,651 | $7.8M |
| Ruggaard & Associates LLC | 2.85% | Reduce -8.8% | 77,459 | $7.2M |
| Leslie Global Wealth, LLC | 2.98% | Reduce -2.6% | 71,010 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.11% | Add +9.5% | 68,666 | $6.4M |
| Modern Wealth Management, LLC | 0.11% | Reduce -5.3% | 65,212 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +44.9% | 63,729 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -8.5% | 59,668 | $5.6M |
| IFG Advisory, LLC | 0.22% | Add +6.0% | 54,910 | $5.1M |
| Ceera Investments, LLC | 1.97% | Reduce -2.3% | 54,798 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -3.5% | 54,785 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +2.8% | 52,284 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.4% | 52,060 | $4.9M |
| Smartleaf Asset Management LLC | 0.18% | Add +2.1% | 50,906 | $4.8M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.3% | 49,096 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +448.1% | 46,431 | $4.3M |
| Keating Financial Advisory Services, Inc. | 0.58% | — | 45,523 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +8.8% | 40,654 | $3.8M |
| PMG Wealth Management, Inc. | 2.64% | Add +6.8% | 38,556 | $3.6M |
| Optima Capital LLC | 1.54% | Reduce -31.4% | 37,994 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.4% | 36,898 | $3.4M |
| Bowman & Co S.C. | 1.42% | Add +0.5% | 36,054 | $3.4M |
| Nilsine Partners, LLC | 0.29% | Add +5.0% | 35,951 | $3.4M |
| Lanark Financial, Inc. | 0.25% | Add +5.2% | 35,591 | $3.3M |
| Bay Capital Advisors, LLC | 1.77% | Add +10.8% | 31,167 | $2.9M |
| Vericrest Private Wealth | 2.56% | — | 30,860 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +53.5% | 30,493 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +5.8% | 30,453 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +53.5% | 29,703 | $2.8M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -14.8% | 29,455 | $2.7M |
| Cooper Financial Group | 0.29% | Reduce -4.5% | 29,176 | $2.7M |
| Santori & Peters, Inc. | 0.92% | Add +0.9% | 29,047 | $2.7M |
| Certuity, LLC | 0.16% | Add +1152.2% | 27,799 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +19.6% | 26,794 | $2.5M |
| Western Wealth Management, LLC | 0.11% | Add +19.7% | 24,445 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +383.8% | 23,974 | $2.2M |
| United Advisor Group, LLC | 0.28% | Add +100.6% | 23,666 | $2.2M |
| Advisor Resource Council | 0.75% | New | 21,656 | $2.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +1147.4% | 20,769 | $1.9M |
| BFI Wealth Solutions, LLC | 1.75% | — | 19,717 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +5.6% | 18,783 | $1.8M |
| Founders Financial Securities LLC | 0.10% | Add +52.9% | 18,544 | $1.7M |
| Integrity Alliance, Llc. | 0.06% | Add +2.5% | 18,443 | $1.7M |
| Valued Retirements, Inc. | 1.58% | Add +17.2% | 17,333 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +9.7% | 16,876 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +23.8% | 16,393 | $1.5M |
| Alchemi Wealth, LLC | 0.82% | — | 16,113 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +50.5% | 15,749 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +3.0% | 15,292 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +22.8% | 14,772 | $1.4M |
| WealthPoint Financial, LLC | 1.15% | — | 14,118 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.8% | 13,815 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +3.2% | 13,805 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Reduce -9.7% | 13,673 | $1.3M |
| Solano Wealth Investment Advisors LLC | 0.62% | Add +0.3% | 13,405 | $1.3M |
| Uptick Partners, LLC | 0.26% | New | 13,270 | $1.2M |
| Powers Advisory Group, LLC | 0.45% | New | 12,819 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +21.8% | 12,793 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.37% | New | 12,762 | $1.2M |
"% 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.