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 |
| PNC Financial Services Group, Inc. | 0.00% | New | 14,170 | $1.4M |
| RFG Advisory, LLC | 0.02% | Add +0.4% | 14,010 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 13,533 | $1.4M |
| MidAtlantic Capital Management, Inc. | 0.80% | Add +1.1% | 12,673 | $1.3M |
| First National Bank of Omaha | 0.04% | Add +32.4% | 12,478 | $1.3M |
| Summit Financial, LLC | 0.01% | Add +10.2% | 12,410 | $1.3M |
| TopTier Wealth Management, LLC | 0.75% | Add +1.7% | 12,264 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 12,118 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +10.0% | 12,014 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -35.6% | 12,010 | $1.2M |
| Solano Wealth Investment Advisors LLC | 0.55% | Reduce -15.2% | 11,941 | $1.2M |
| PCG Wealth Advisors, LLC | 0.27% | Add +6.4% | 11,882 | $1.2M |
| Matauro, LLC | 0.15% | Reduce -0.4% | 11,470 | $1.2M |
| Guilbault Capital LLC | 1.15% | New | 11,263 | $1.1M |
| WCG Wealth Advisors LLC | 0.02% | Reduce -32.2% | 10,084 | $1.0M |
| Avant Capital LLC | 0.64% | Add +1.4% | 9,966 | $1.0M |
| Parsons Capital Management Inc. | 0.04% | Add +1.8% | 9,702 | $987K |
| Atlas Brown,Inc. | 0.26% | Add +0.7% | 9,665 | $983K |
| RVW Wealth, LLC | 0.06% | No change | 9,510 | $967K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.4% | 9,477 | $964K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -79.4% | 9,382 | $954K |
| Fifth Third Securities, Inc. | 0.05% | Add +0.4% | 9,305 | $947K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.2% | 9,298 | $946K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,023 | $918K |
| Mariner, LLC | 0.00% | Reduce -96.9% | 8,812 | $896K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,227 | $837K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +22.5% | 8,125 | $826K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Add +10.2% | 7,978 | $812K |
| Ballew Advisors, Inc | 0.40% | New | 7,547 | $778K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 7,425 | $755K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 7,192 | $732K |
| Cary Street Partners Financial LLC | 0.02% | Add +12.1% | 6,904 | $702K |
| World Investment Advisors | 0.01% | Reduce -7.3% | 7,090 | $683K |
| Principal Securities, Inc. | 0.01% | Reduce -13.7% | 6,433 | $654K |
| GWN Securities Inc. | 0.11% | Add +1.4% | 6,227 | $633K |
| Osprey Private Wealth LLC | 0.16% | No change | 6,198 | $630K |
| Philadelphia Investment Partners, LLC | 0.39% | Add +0.2% | 6,135 | $624K |
| LRI Investments, LLC | 0.05% | Add +0.0% | 5,792 | $589K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.0% | 5,715 | $581K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -42.3% | 5,654 | $575K |
| Nova Wealth Management, Inc. | 0.31% | Add +8.4% | 5,469 | $556K |
| Narus Financial Partners, LLC | 0.14% | New | 5,277 | $537K |
| XY Planning Network, Inc. | 0.06% | Add +6.6% | 4,961 | $505K |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 4,918 | $500K |
| Hopwood Nicholas Hunter | 0.14% | Reduce -3.5% | 4,897 | $498K |
| Wharton Business Group, LLC | 0.02% | No change | 4,885 | $497K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -8.1% | 4,810 | $489K |
| Quantinno Capital Management LP | 0.00% | Add +52.5% | 4,786 | $487K |
| Thrivent Financial for Lutherans | 0.00% | Add +54.7% | 4,772 | $485K |
| Centaurus Financial, Inc. | 0.02% | Add +8.0% | 4,749 | $483K |
| Willner & Heller, LLC | 0.30% | Add +0.2% | 4,706 | $479K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +3.7% | 4,667 | $475K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 4,472 | $456K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 4,454 | $453K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.3% | 4,327 | $440K |
| O'Brien Greene & Co. Inc | 0.12% | No change | 4,322 | $440K |
| Axis Wealth Partners, LLC | 0.21% | Add +44.4% | 4,252 | $433K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -28.9% | 4,202 | $427K |
| NWF Advisory Services Inc. | 0.04% | Add +3.8% | 3,973 | $404K |
| Verus Financial Partners, Inc. | 0.03% | No change | 3,918 | $399K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 3,774 | $384K |
| Bison Wealth, LLC | 0.04% | Reduce -12.0% | 3,692 | $382K |
| Leavell Investment Management, Inc. | 0.01% | Add +54.7% | 3,675 | $374K |
| Citadel Advisors | 0.00% | New | 3,675 | $374K |
| Mutual Advisors, LLC | 0.01% | Reduce -30.9% | 3,454 | $351K |
| Farrell Financial LLC | 0.19% | Reduce -4.1% | 3,450 | $351K |
| Quartz Partners, LLC | 0.11% | Add +4.3% | 3,387 | $345K |
| TFB Advisors LLC | 0.15% | No change | 3,370 | $343K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -0.4% | 3,268 | $332K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.2% | 3,252 | $331K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +1.9% | 3,167 | $322K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.0% | 3,148 | $320K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.3% | 3,143 | $320K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.6% | 3,107 | $316K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -33.2% | 3,038 | $309K |
| AQR Capital Management | 0.00% | Add +33.2% | 2,978 | $303K |
| Cerity Partners LLC | 0.00% | Add +1.7% | 2,919 | $297K |
| Cathy Pareto & Associates, Inc. | 0.17% | Add +0.0% | 2,856 | $291K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.4% | 2,834 | $288K |
| Empirical Asset Management, LLC | 0.06% | Add +8.3% | 2,828 | $288K |
| Avaii Wealth Management, LLC | 0.08% | Reduce -0.6% | 2,801 | $285K |
| Smith, Moore & Co. | 0.02% | No change | 2,775 | $282K |
| &partners | 0.00% | Add +1.4% | 2,774 | $282K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -67.1% | 2,724 | $277K |
| Koshinski Asset Management, Inc. | 0.01% | Add +7.9% | 2,719 | $277K |
| Fiduciary Alliance LLC | 0.02% | New | 2,649 | $269K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +2.7% | 2,609 | $265K |
| Trustmark Bank Trust Department | 0.02% | Reduce -3.8% | 2,530 | $257K |
| Zhang Financial LLC | 0.01% | Reduce -71.4% | 2,528 | $257K |
| Private Trust Co. NA | 0.02% | Reduce -9.1% | 2,480 | $252K |
| REAP Financial Group, LLC | 0.04% | Reduce -29.9% | 2,446 | $249K |
| Kane Investment Management, Inc. | 0.11% | New | 2,433 | $247K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.8% | 2,419 | $246K |
| Pathstone Holdings, LLC | 0.00% | New | 2,169 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.8% | 2,100 | $214K |
| Wells Fargo & Company | 0.00% | Add +278.8% | 1,360 | $138K |
| Assetmark, Inc. | 0.00% | Add +51.2% | 1,291 | $131K |
| US Bancorp \de | 0.00% | New | 1,094 | $111K |
| Signature Equity Partners, LLC | 0.04% | Reduce -17.0% | 915 | $93K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.4% | 850 | $86K |
| Ancora Advisors LLC | 0.00% | No change | 850 | $86K |
| Institute for Wealth Management, LLC. | 0.01% | New | 800 | $81K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +12.1% | 676 | $69K |
| McDonald Partners LLC | 0.02% | New | 648 | $66K |
| Regatta Research & Money Management | 0.06% | — | 648 | $66K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.6% | 638 | $65K |
| Allworth Financial LP | 0.00% | No change | 583 | $59K |
| Arax Advisory Partners | 0.00% | Add +510.9% | 562 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 504 | $51K |
| Russell Investments Group, Ltd. | 0.00% | New | 465 | $47K |
| Spire Wealth Management | 0.00% | New | 434 | $44K |
| Torren Management, LLC | 0.02% | Add +0.5% | 417 | $42K |
| Ameriflex Group, Inc. | 0.01% | Add +95.0% | 351 | $36K |
| JNBA Financial Advisors | 0.00% | Add +0.3% | 316 | $32K |
| Clearstead Advisors, LLC | 0.00% | No change | 229 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 195 | $20K |
| Evolution Wealth Management Inc. | 0.01% | No change | 173 | $18K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 164 | $17K |
| Covestor Ltd | 0.01% | Reduce -34.6% | 155 | $16K |
| Blair William & Co. | 0.00% | No change | 144 | $15K |
| Providence Capital Advisors, LLC | 0.00% | New | 140 | $14K |
| JPL Wealth Management, LLC | 0.00% | New | 139 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.2% | 113 | $11K |
| Vanguard Advisers Inc. | 0.00% | Reduce -37.5% | 105 | $11K |
| Abound Wealth Management | 0.00% | No change | 84 | $9K |
| TD Capital Management LLC | 0.00% | No change | 82 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 70 | $7K |
| NBT Bank, N.A. | 0.00% | No change | 67 | $7K |
| Bank of Montreal | 0.00% | No change | 50 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $4K |
| Hilltop National Bank | 0.00% | No change | 34 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 30 | $3K |
| Main Street Group, LTD | 0.00% | No change | 22 | $2K |
| Milestone Investment Advisors LLC | 0.00% | New | 13 | $1K |
| FMR LLC | 0.00% | Add +266.7% | 11 | $1K |
| Citigroup Inc. | 0.00% | No change | 1 | $102 |
"% 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.