WISDOMTREE U.S. VALUE FUND WTV
$103.14
+0.6% 52w: $86.63 – $103.14
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data86.6394.89103.14
Aug 18, 2025 Jul 2, 2026
Institutional holders
218
+14 QoQ
13F value
$2.01B
+14.1% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WTV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.5M | $335.0M | 0.1% | +38.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $188.2M | 0.1% | +4.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.7M | $165.4M | 0.1% | +16.7% |
| MORGAN STANLEY | Bank broker | 1.6M | $152.9M | 0.0% | +22.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $134.7M | 0.2% | +13.5% |
| HighTower Advisors, LLC | Diversified mechanical | 1.2M | $117.7M | 0.1% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 525.4K | $49.8M | 0.1% | +16.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 424.9K | $40.3M | 0.2% | +5.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 352.8K | $33.4M | 0.0% | +6.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 315.7K | $29.9M | 0.0% | +30.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 308.8K | $29.3M | 0.0% | -14.4% |
| Lido Advisors, LLC | Wealth advisor | 284.1K | $26.9M | 0.1% | -9.0% |
| Mariner, LLC | Diversified mechanical | 282.6K | $26.8M | 0.0% | +115.5% |
| Independent Advisor Alliance | Wealth advisor | 260.8K | $24.7M | 0.3% | New |
| RESOLUTE CAPITAL, LLC | Wealth advisor | 254.3K | $24.1M | — | +6.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 238.0K | $22.5M | — | -32.4% |
| Anderson Financial Strategies, LLC | Wealth advisor | 221.4K | $21.9M | — | -0.5% |
| Legacy Financial Advisors, Inc. | Other | 225.6K | $21.4M | 3.0% | +1.3% |
| Systelligence, LLC | Wealth advisor | 221.6K | $21.0M | — | +8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 220.4K | $20.9M | 0.1% | +2.6% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 204.3K | $19.4M | 2.1% | -13.6% |
| OPPENHEIMER & CO INC | Diversified mechanical | 197.8K | $18.7M | 0.2% | +1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 196.6K | $18.6M | 0.0% | +0.2% |
| Prism Advisors, Inc. | Wealth advisor | 184.6K | $17.5M | 4.7% | -5.9% |
| TRUST CO OF TOLEDO NA /OH/ | Other | 168.1K | $15.9M | 1.5% | +12.3% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 164.9K | $15.6M | 0.5% | -1.7% |
| Venture Visionary Partners LLC | Other | 164.2K | $15.6M | 0.5% | +9.2% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 151.6K | $14.4M | 0.6% | +6.5% |
| Cornerstone Planning Group LLC | Wealth advisor | 142.0K | $14.1M | 1.9% | +8.7% |
| Private Advisor Group, LLC | Wealth advisor | 148.0K | $14.0M | 0.1% | +29.9% |
| JPMORGAN CHASE & CO | Bank broker | 144.1K | $13.4M | 0.0% | +9.4% |
| 626 Financial, LLC | Other | 140.0K | $13.3M | 5.9% | +3.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 139.5K | $13.2M | 0.1% | -0.1% |
| Capital Asset Advisory Services LLC | Wealth advisor | 119.2K | $11.8M | 0.5% | -0.2% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 112.2K | $10.6M | 0.1% | -5.6% |
| MLG Wealth Management DBA Pine Grove Financial Group | — | 106.3K | $10.1M | — | +4.7% |
| Team Financial Group, LLC | Wealth advisor | 103.2K | $9.8M | 4.4% | +0.6% |
| CERTUITY, LLC | Other | 92.3K | $8.7M | 0.6% | +232.0% |
| Retirement Management Systems Inc. | Wealth advisor | 90.4K | $8.6M | 2.1% | +8.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 88.9K | $8.4M | 0.0% | -27.6% |
| Equitable Holdings, Inc. | Wealth advisor | 87.9K | $8.2M | 0.1% | +38.0% |
| CWM, LLC | Wealth advisor | 84.8K | $8.0M | 0.0% | -0.7% |
| AE Wealth Management LLC | Wealth advisor | 80.4K | $7.6M | 0.0% | -13.8% |
| Ruggaard & Associates LLC | Wealth advisor | 80.1K | $7.6M | 3.0% | +3.4% |
| USAdvisors Wealth Management, LLC | Wealth advisor | 72.5K | $6.8M | 2.2% | +5.5% |
| Leslie Global Wealth, LLC | Wealth advisor | 68.6K | $6.5M | 3.4% | -3.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 65.1K | $6.2M | 0.1% | +32.6% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 64.8K | $6.1M | — | New |
| ROYAL BANK OF CANADA | Bank broker | 62.5K | $5.9M | 0.0% | +110.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 59.5K | $5.6M | 0.0% | +148.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.