Wisdomtree U.S. Value FundWTVETF
13F holders, Q1 2026 (March 31)219holders +14
25new positions
10sold out
1famous investor
$94.80avg. 13F price*
At the end of Q1 2026, 219 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 14 from Q4 2025. 25 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($335.0M), Envestnet Asset Management Inc. ($188.2M) and Raymond James Financial Inc. ($165.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $39.4M |
| Exits | 10 | $26.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,138,438 shares bought and 699,456 shares sold, net +2,438,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| LPL Financial LLC | 0.09% | Add +38.3% | 3,536,335 | $335.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.8% | 1,986,281 | $188.2M |
| Raymond James Financial Inc. | 0.05% | Add +16.7% | 1,746,280 | $165.4M |
| Morgan Stanley | 0.01% | Add +22.1% | 1,614,340 | $152.9M |
| Osaic Holdings, Inc. | 0.20% | Add +13.6% | 1,424,059 | $134.7M |
| HighTower Advisors, LLC | 0.13% | Add +3.4% | 1,242,810 | $117.7M |
| Cetera Investment Advisers | 0.05% | Add +15.9% | 525,408 | $49.8M |
| Kestra Advisory Services, LLC | 0.15% | Add +5.3% | 424,918 | $40.3M |
| Stifel Financial Corp. | 0.03% | Add +6.2% | 352,839 | $33.4M |
| Bank of America Corp. | 0.00% | Add +30.7% | 315,673 | $29.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -14.4% | 308,847 | $29.3M |
| Lido Advisors, LLC | 0.11% | Reduce -9.0% | 284,102 | $26.9M |
| Mariner, LLC | 0.03% | Add +115.5% | 282,605 | $26.8M |
| Independent Advisor Alliance | 0.27% | New | 260,832 | $24.7M |
| Resolute Capital, LLC | 9.76% | Add +6.2% | 254,257 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -32.4% | 237,958 | $22.5M |
| Anderson Financial Strategies, LLC | 12.05% | Reduce -0.5% | 221,408 | $21.9M |
| Legacy Financial Advisors, Inc. | 2.99% | Add +1.3% | 225,627 | $21.4M |
| Systelligence, LLC | 4.08% | Add +8.1% | 221,641 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.6% | 220,375 | $20.9M |
| Onyx Bridge Wealth Group LLC | 2.08% | Reduce -13.6% | 204,293 | $19.4M |
| Oppenheimer & Co. Inc. | 0.23% | Add +1.9% | 197,770 | $18.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.2% | 196,567 | $18.6M |
| Prism Advisors, Inc. | 4.67% | Reduce -5.9% | 184,607 | $17.5M |
| Trust Co. of Toledo NA | 1.51% | Add +12.3% | 168,051 | $15.9M |
| Ameritas Investment Partners, Inc. | 0.48% | Reduce -1.7% | 164,860 | $15.6M |
| Venture Visionary Partners LLC | 0.52% | Add +9.2% | 164,229 | $15.6M |
| Flagship Harbor Advisors, LLC | 0.63% | Add +6.5% | 151,627 | $14.4M |
| Cornerstone Planning Group LLC | 1.88% | Add +8.7% | 142,032 | $14.1M |
| Private Advisor Group, LLC | 0.07% | Add +29.9% | 147,976 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 144,084 | $13.4M |
| 626 Financial, LLC | 5.93% | Add +3.3% | 139,971 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -0.1% | 139,486 | $13.2M |
| Capital Asset Advisory Services LLC | 0.45% | Reduce -0.2% | 119,177 | $11.8M |
| Menora Mivtachim Holdings LTD. | 0.05% | Reduce -5.6% | 112,212 | $10.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.18% | Add +4.7% | 106,332 | $10.1M |
| Team Financial Group, LLC | 4.44% | Add +0.6% | 103,213 | $9.8M |
| Certuity, LLC | 0.57% | Add +232.0% | 92,290 | $8.7M |
| Retirement Management Systems Inc. | 2.06% | Add +8.1% | 90,429 | $8.6M |
| MML Investors Services, LLC | 0.02% | Reduce -27.6% | 88,880 | $8.4M |
| Equitable Holdings, Inc. | 0.05% | Add +38.0% | 87,917 | $8.2M |
| Cwm, LLC | 0.02% | Reduce -0.8% | 84,763 | $8.0M |
| AE Wealth Management LLC | 0.04% | Reduce -13.8% | 80,390 | $7.6M |
| Ruggaard & Associates LLC | 3.01% | Add +3.4% | 80,071 | $7.6M |
| USAdvisors Wealth Management, LLC | 2.25% | Add +5.5% | 72,466 | $6.8M |
| Leslie Global Wealth, LLC | 3.42% | Reduce -3.4% | 68,577 | $6.5M |
| Geneos Wealth Management Inc. | 0.14% | Add +32.6% | 65,123 | $6.2M |
| Columbia Advisory Partners LLC | 3.92% | New | 64,791 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +110.5% | 62,519 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +148.2% | 59,501 | $5.6M |
| Modern Wealth Management, LLC | 0.09% | Reduce -12.3% | 57,220 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -8.3% | 54,724 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 53,506 | $5.1M |
| Ceera Investments, LLC | 2.15% | Reduce -5.7% | 51,698 | $4.9M |
| Smartleaf Asset Management LLC | 0.17% | Add +1.7% | 51,778 | $4.8M |
| Western Wealth Management, LLC | 0.18% | Add +99.6% | 48,789 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +2.5% | 47,616 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -12.5% | 45,563 | $4.3M |
| Nilsine Partners, LLC | 0.34% | Add +22.2% | 43,947 | $4.3M |
| Lanark Financial, Inc. | 0.29% | Add +15.1% | 40,978 | $3.9M |
| PMG Wealth Management, Inc. | 2.74% | Add +4.2% | 40,162 | $3.8M |
| Optima Capital LLC | 1.68% | Add +0.5% | 38,194 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.1% | 36,953 | $3.5M |
| Vericrest Private Wealth | 3.00% | Add +14.3% | 35,283 | $3.3M |
| Bay Capital Advisors, LLC | 2.02% | Add +10.8% | 34,536 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +7.0% | 32,596 | $3.1M |
| Sunbelt Securities, Inc. | 0.19% | Add +6.3% | 31,322 | $3.0M |
| Santori & Peters, Inc. | 0.88% | Add +2.9% | 29,901 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +11.5% | 29,880 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.4% | 29,759 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -29.2% | 28,767 | $2.7M |
| United Advisor Group, LLC | 0.33% | Add +19.4% | 28,266 | $2.7M |
| Cooper Financial Group | 0.27% | Reduce -3.5% | 28,151 | $2.7M |
| Keating Financial Advisory Services, Inc. | 0.40% | Reduce -42.0% | 26,415 | $2.5M |
| Powers Advisory Group, LLC | 0.86% | Add +100.8% | 25,744 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +82.9% | 25,273 | $2.4M |
| First National Bank Sioux Falls | 0.59% | Add +78.3% | 22,226 | $2.2M |
| Advisor Resource Council | 0.83% | Add +2.1% | 22,108 | $2.1M |
| Uptick Partners, LLC | 0.42% | Add +66.5% | 22,097 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +16.4% | 21,872 | $2.1M |
| Strategic Financial Concepts, LLC | 0.48% | New | 20,708 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +49.8% | 20,480 | $1.9M |
| Founders Financial Securities LLC | 0.11% | Add +8.4% | 20,095 | $1.9M |
| BFI Wealth Solutions, LLC | 1.83% | Add +2.3% | 20,173 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +15.1% | 18,868 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +47.0% | 18,806 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Add +18.4% | 18,647 | $1.8M |
| Alchemi Wealth, LLC | 0.95% | Add +12.5% | 18,123 | $1.7M |
| Integrity Alliance, Llc. | 0.06% | Reduce -2.4% | 18,006 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -14.2% | 17,820 | $1.7M |
| Valued Retirements, Inc. | 1.63% | Add +1.8% | 17,649 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1265.0% | 16,626 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -2.8% | 16,403 | $1.6M |
| IFP Advisors, Inc | 0.03% | Reduce -1.2% | 15,114 | $1.4M |
| WealthPoint Financial, LLC | 1.18% | Add +5.3% | 14,870 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +0.7% | 14,869 | $1.4M |
| Solano Wealth Investment Advisors LLC | 0.66% | Add +5.0% | 14,079 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +1.0% | 13,949 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.41% | Add +6.0% | 13,523 | $1.3M |
| Natixis Advisors, LLC | 0.00% | New | 13,282 | $1.3M |
"% 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.