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 |
| MidAtlantic Capital Management, Inc. | 0.82% | Add +389.5% | 12,536 | $1.2M |
| MAI Capital Management | 0.01% | Add +40.5% | 12,145 | $1.2M |
| TopTier Wealth Management, LLC | 0.70% | Add +24.3% | 12,060 | $1.1M |
| Centerpoint Advisory Group | 0.84% | Add +43.3% | 11,708 | $1.1M |
| Matauro, LLC | 0.16% | Reduce -0.2% | 11,517 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +40.7% | 11,258 | $1.1M |
| PCG Wealth Advisors, LLC | 0.27% | Add +4.7% | 11,164 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +5.0% | 10,925 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +84.9% | 10,702 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -80.7% | 10,595 | $1.0M |
| Avant Capital LLC | 0.65% | Add +2.8% | 9,828 | $931K |
| Gateway Wealth Partners, LLC | 0.04% | Add +102.1% | 9,794 | $928K |
| Atlas Brown,Inc. | 0.27% | Add +2.1% | 9,596 | $909K |
| Parsons Capital Management Inc. | 0.04% | Add +16.0% | 9,534 | $903K |
| RVW Wealth, LLC | 0.07% | No change | 9,510 | $901K |
| First National Bank of Omaha | 0.03% | Add +16.1% | 9,426 | $879K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -12.3% | 9,270 | $878K |
| Zhang Financial LLC | 0.03% | New | 8,851 | $838K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +201.6% | 8,825 | $836K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +173.3% | 8,290 | $785K |
| World Investment Advisors | 0.01% | Reduce -23.6% | 7,646 | $724K |
| Fifth Third Bancorp | 0.00% | New | 7,584 | $718K |
| Sonoma Allocations LLC | 0.25% | New | 7,497 | $711K |
| Principal Securities, Inc. | 0.01% | Add +17.2% | 7,456 | $706K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.3% | 7,411 | $702K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Reduce -4.8% | 7,242 | $686K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1005.3% | 6,632 | $628K |
| Osprey Private Wealth LLC | 0.17% | No change | 6,198 | $587K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -24.0% | 6,161 | $584K |
| GWN Securities Inc. | 0.11% | Add +85.8% | 6,143 | $582K |
| Philadelphia Investment Partners, LLC | 0.39% | — | 6,123 | $580K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,015 | $570K |
| Silver Oak Securities, Incorporated | 0.04% | Add +9.3% | 5,906 | $559K |
| LRI Investments, LLC | 0.05% | Add +0.0% | 5,790 | $548K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -4.9% | 5,231 | $496K |
| Atria Investments, Inc | 0.01% | Add +7.9% | 5,113 | $484K |
| Hopwood Nicholas Hunter | 0.15% | Add +0.7% | 5,075 | $481K |
| Nova Wealth Management, Inc. | 0.31% | Add +45.1% | 5,045 | $478K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.8% | 4,996 | $473K |
| Wharton Business Group, LLC | 0.02% | No change | 4,885 | $463K |
| Rubicon Advisors, GP | 0.40% | Add +3.6% | 4,711 | $446K |
| Willner & Heller, LLC | 0.33% | Add +18.6% | 4,696 | $445K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +16.7% | 4,499 | $441K |
| XY Planning Network, Inc. | 0.07% | Reduce -30.7% | 4,654 | $440K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 4,548 | $431K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.5% | 4,476 | $424K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.2% | 4,447 | $423K |
| Essex Financial Services, Inc. | 0.02% | Add +10.5% | 4,450 | $422K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.8% | 4,399 | $417K |
| Bison Wealth, LLC | 0.04% | Reduce -4.7% | 4,194 | $416K |
| O'Brien Greene & Co. Inc | 0.12% | Reduce -14.4% | 4,322 | $409K |
| Verus Financial Partners, Inc. | 0.03% | No change | 3,918 | $382K |
| NWF Advisory Services Inc. | 0.04% | New | 3,829 | $363K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,774 | $358K |
| Farrell Financial LLC | 0.20% | Add +27.6% | 3,596 | $341K |
| REAP Financial Group, LLC | 0.07% | Reduce -14.1% | 3,487 | $330K |
| Trademark Financial Management, LLC | 0.16% | Add +0.9% | 3,481 | $330K |
| Paragon Capital Management Ltd | 0.07% | New | 3,376 | $320K |
| TFB Advisors LLC | 0.17% | Add +31.1% | 3,370 | $319K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -45.3% | 3,282 | $311K |
| Regal Investment Advisors LLC | 0.02% | No change | 3,281 | $311K |
| Quartz Partners, LLC | 0.12% | Reduce -10.1% | 3,248 | $308K |
| D.A. Davidson & Co. | 0.00% | New | 3,189 | $302K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,182 | $301K |
| Quantinno Capital Management LP | 0.00% | New | 3,139 | $297K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 3,107 | $294K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.0% | 3,084 | $292K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.8% | 3,043 | $288K |
| Axis Wealth Partners, LLC | 0.15% | New | 2,944 | $279K |
| Cerity Partners LLC | 0.00% | New | 2,869 | $272K |
| Cathy Pareto & Associates, Inc. | 0.18% | Add +0.5% | 2,855 | $270K |
| Avaii Wealth Management, LLC | 0.09% | New | 2,817 | $267K |
| Smith, Moore & Co. | 0.02% | No change | 2,775 | $263K |
| &partners | 0.00% | Add +0.0% | 2,735 | $259K |
| Private Trust Co. NA | 0.02% | Add +54.2% | 2,729 | $259K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.2% | 2,714 | $257K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,630 | $249K |
| Empirical Asset Management, LLC | 0.07% | Add +16.4% | 2,612 | $247K |
| Park Avenue Securities LLC | 0.00% | Add +1.0% | 2,541 | $241K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +9.7% | 2,541 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.8% | 2,525 | $239K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 2,520 | $239K |
| ADG Wealth Management Group, LLC | 0.16% | Add +12.1% | 2,426 | $230K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,375 | $225K |
| AQR Capital Management | 0.00% | Add +2.5% | 2,236 | $212K |
| Signature Equity Partners, LLC | 0.06% | Add +8.4% | 1,102 | $104K |
| CoreCap Advisors, LLC | 0.00% | Add +11.7% | 908 | $86K |
| Assetmark, Inc. | 0.00% | Add +6.1% | 854 | $81K |
| Ancora Advisors LLC | 0.00% | No change | 850 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -69.0% | 819 | $77K |
| Parallel Advisors, LLC | 0.00% | New | 683 | $65K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +139.3% | 603 | $57K |
| Your Advocates Ltd., LLP | 0.02% | New | 588 | $56K |
| Allworth Financial LP | 0.00% | No change | 583 | $55K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 504 | $48K |
| Torren Management, LLC | 0.02% | New | 415 | $39K |
| Wells Fargo & Company | 0.00% | Add +35800.0% | 359 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 347 | $33K |
| JNBA Financial Advisors | 0.00% | Reduce -23.0% | 315 | $30K |
| Covestor Ltd | 0.02% | Add +80.9% | 237 | $22K |
| Clearstead Advisors, LLC | 0.00% | No change | 229 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 180 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 173 | $16K |
| Vanguard Advisers Inc. | 0.00% | — | 168 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 164 | $16K |
| Blair William & Co. | 0.00% | Reduce -85.3% | 144 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 111 | $10K |
| Arax Advisory Partners | 0.00% | New | 92 | $9K |
| Abound Wealth Management | 0.00% | New | 84 | $8K |
| TD Capital Management LLC | 0.00% | Add +1.2% | 82 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 70 | $7K |
| NBT Bank, N.A. | 0.00% | Reduce -28.0% | 67 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 52 | $5K |
| Bank of Montreal | 0.00% | No change | 50 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $4K |
| Hilltop National Bank | 0.00% | Reduce -75.4% | 34 | $3K |
| Main Street Group, LTD | 0.00% | New | 22 | $2K |
| FMR LLC | 0.00% | New | 3 | $321 |
| Citigroup Inc. | 0.00% | No change | 1 | $95 |
"% 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.