Who Owns WisdomTree U.S. Value Fund (WTV)?Hedge Fund & Institutional Holders

$94.51-0.15 (-0.16%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$72.32$79.42$86.51$93.61$100.71Sep 24Jun 25Mar 26

WTV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Onyx Bridge Wealth Group LLCNew Position+236K+$22.1B
BANK OF AMERICA CORP /DE/Increased+216K+$22.0B
OPPENHEIMER & CO INCNew Position+194K+$18.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+196K+$18.0B
Cornerstone Planning Group LLCNew Position+131K+$12.5B
FLAGSHIP HARBOR ADVISORS, LLCIncreased+120K+$11.6B
RAYMOND JAMES FINANCIAL INCIncreased+93K+$10.3B
Leslie Global Wealth, LLCNew Position+71K+$6.6B
CEERA INVESTMENTS, LLCNew Position+55K+$5.1B
Geneos Wealth Management Inc.New Position+49K+$4.6B
Smartleaf Asset Management LLCNew Position+51K+$4.0B
PMG Wealth Management, Inc.New Position+39K+$3.6B
OPTIMA CAPITAL LLCNew Position+38K+$3.5B
OSAIC HOLDINGS, INC.Increased+16K+$3.5B
Bay Capital Advisors, LLCNew Position+31K+$2.9B

WTV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-188K-$29.7B
Lido Advisors, LLCDecreased-530-$28.4B
Mariner, LLCDecreased-2K-$12.1B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-3K-$11.1B
Capital Asset Advisory Services LLCDecreased-3K-$11.1B
Steward Partners Investment Advisory, LLCDecreased-46K-$4.3B
Crossmark Global Holdings, Inc.Closed Position-26K-$2.4B
JANE STREET GROUP, LLCDecreased-14K-$1.8B
Strategic Financial Concepts, LLCClosed Position-19K-$1.7B
Integrated Wealth Concepts LLCDecreased-2K-$1.4B
FIFTH THIRD SECURITIES, INC.Decreased-644-$1.0B
Atria Investments, IncDecreased-6K-$976.1M
Orion Porfolio Solutions, LLCDecreased-6K-$932.9M
Prism Advisors, Inc.Decreased-12K-$629.9M
Ruggaard & Associates LLCDecreased-8K-$506.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.965,444$90.0B0.13%Share
2RAYMOND JAMES FINANCIAL INC962,874$89.0B0.03%Share
3RAYMOND JAMES FINANCIAL INC533,525$49.0B0.02%Share
4STIFEL FINANCIAL CORP332,109$30.0B0.03%Share
5OSAIC HOLDINGS, INC.260,043$24.0B0.04%Share
6Onyx Bridge Wealth Group LLC236,493$22.1B2.35%Share
7BANK OF AMERICA CORP /DE/216,181$20.0B0.00%Share
8Prism Advisors, Inc.196,228$18.3B4.88%Share
9OPPENHEIMER & CO INC194,180$18.1B0.26%Share
10COMMONWEALTH EQUITY SERVICES, LLC196,113$18.0B0.02%Share
11Ameritas Investment Partners, Inc.167,677$15.0B0.46%Share
12Venture Visionary Partners LLC150,451$14.0B0.46%Share
13FLAGSHIP HARBOR ADVISORS, LLC142,320$13.3B0.63%Share
14626 Financial, LLC135,538$12.6B5.44%Share
15Cornerstone Planning Group LLC130,629$12.5B1.94%Share
16JPMORGAN CHASE & CO130,962$12.0B0.00%Share
17Private Advisor Group, LLC113,936$10.0B0.05%Share
18Team Financial Group, LLC102,622$9.6B4.34%Share
19Insight Advisors, LLC/ PA86,556$8.1B1.22%Share
20Ruggaard & Associates LLC77,459$7.2B2.85%Share
21Leslie Global Wealth, LLC71,010$6.6B2.98%Share
22Modern Wealth Management, LLC65,212$6.1B0.11%Share
23CEERA INVESTMENTS, LLC54,798$5.1B1.97%Share
24Orion Porfolio Solutions, LLC59,668$5.0B0.04%Share
25IFG Advisory, LLC54,910$5.0B0.22%Share
26Equitable Holdings, Inc.63,729$5.0B0.03%Share
27Geneos Wealth Management Inc.49,096$4.6B0.11%Share
28Smartleaf Asset Management LLC50,906$4.0B0.15%Share
29Stratos Wealth Partners, LTD.40,654$3.8B0.04%Share
30PMG Wealth Management, Inc.38,556$3.6B2.64%Share
31OPTIMA CAPITAL LLC37,994$3.5B1.53%Share
32Bowman & Co S.C.36,054$3.4B1.42%Share
33Nilsine Partners, LLC35,951$3.4B0.29%Share
34Bay Capital Advisors, LLC31,167$2.9B1.77%Share
35Ashton Thomas Private Wealth, LLC30,453$2.8B0.07%Share
36Sunbelt Securities, Inc.29,455$2.7B0.18%Share
37Santori & Peters, Inc.29,047$2.7B0.92%Share
38CERTUITY, LLC27,799$2.6B0.16%Share
39J.W. COLE ADVISORS, INC.26,794$2.5B0.06%Share
40United Advisor Group, LLC23,666$2.2B0.28%Share
41Advisor Resource Council21,656$2.1B0.75%Share
42OSAIC HOLDINGS, INC.26,350$2.0B0.00%Share
43BANK OF AMERICA CORP /DE/25,298$2.0B0.00%Share
44ROYAL BANK OF CANADA29,355$2.0B0.00%Share
45JONES FINANCIAL COMPANIES LLLP23,974$2.0B0.00%Share
46Western Wealth Management, LLC24,445$2.0B0.09%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP30,493$2.0B0.00%Share
48INTEGRITY ALLIANCE, LLC.18,443$1.7B0.06%Share
49Sigma Planning Corp16,876$1.6B0.04%Share
50WCG Wealth Advisors LLC14,772$1.4B0.04%Share

WTV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025197$617.1B+79
Q3 2025118$897.8B-30
Q2 2025148$912.7B+16
Q1 2025132$520.0B+45
Q4 202487$6.7T+34
Q3 202453$50.3T+3
Q2 202450$8.7T+3
Q1 202447$9.7T—

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As of Q4 2025, 50 institutional investors hold WTV (WisdomTree U.S. Value Fund). The largest holder is OSAIC HOLDINGS, INC. with $90.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WTV?

As of Q4 2025, 50 institutional investors report holding WTV (WisdomTree U.S. Value Fund) in their 13F filings.

Who is the largest institutional holder of WTV?

The largest institutional holder of WTV is OSAIC HOLDINGS, INC. with $90.0B in shares.

Is institutional ownership of WTV increasing or decreasing?

This quarter, 11 institutions opened new positions in WTV and 2 closed their positions.