Who owns WisdomTree U.S. Value Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WTV from SEC Form 13F filings across 237 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 237 institutions disclosed 21.7M shares of WisdomTree U.S. Value Fund worth $2.21B — about 77.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
237
13F holders
$2.21B
value, 2026 filers
77.7%
of shares outstanding (21.7M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WTV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.2M | $329.0M | 0.1% | 11.6% | -8.5% |
| 2 | RAYMOND JAMES FINANCIAL INC | 1.9M | $190.4M | 0.1% | 6.7% | +7.2% |
| 3 | MORGAN STANLEY | 1.7M | $171.7M | 0.0% | 6% | +4.6% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.7M | $168.1M | 0.0% | 5.9% | -16.8% |
| 5 | OSAIC HOLDINGS, INC. | 1.3M | $132.5M | 0.2% | 4.7% | -8.6% |
| 6 | HighTower Advisors, LLC | 1.3M | $129.0M | 0.1% | 4.5% | +2.0% |
| 7 | Cetera Investment Advisers | 637,003 | $64.8M | 0.1% | 2.3% | +21.2% |
| 8 | FIRST COMMUNITY TRUST NANEW | 545,821 | $55.5M | 25.1% | 2% | new |
| 9 | Kestra Advisory Services, LLC | 516,715 | $52.6M | 0.2% | 1.8% | +21.6% |
| 10 | BANK OF AMERICA CORP /DE/ | 398,169 | $40.5M | 0.0% | 1.4% | +26.1% |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 385,150 | $39.2M | 0.0% | 1.4% | +24.7% |
| 12 | STIFEL FINANCIAL CORP | 355,650 | $36.2M | 0.0% | 1.3% | +0.8% |
| 13 | Private Advisor Group, LLC | 355,607 | $36.2M | 0.2% | 1.3% | +140.3% |
| 14 | RESOLUTE CAPITAL, LLC | 346,145 | $35.2M | 12.1% | 1.2% | +36.1% |
| 15 | Harel Insurance Investments & Financial Services Ltd.NEW | 266,800 | $27.1M | 0.1% | 1% | new |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 248,743 | $26.0M | 0.0% | 0.9% | +4.5% |
| 17 | Legacy Financial Advisors, Inc. | 226,780 | $23.1M | 2.8% | 0.8% | +0.5% |
| 18 | Anderson Financial Strategies, LLC | 223,678 | $24.2M | 12.6% | 0.8% | +1.0% |
| 19 | Cambridge Investment Research Advisors, Inc. | 222,023 | $22.6M | 0.1% | 0.8% | +0.7% |
| 20 | OPPENHEIMER & CO INC | 211,755 | $21.5M | 0.2% | 0.8% | +7.1% |
| 21 | TRUST CO OF TOLEDO NA /OH/ | 200,115 | $20.4M | 1.7% | 0.7% | +19.1% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 188,315 | $19.2M | 0.0% | 0.7% | -4.2% |
| 23 | Prism Advisors, Inc. | 184,919 | $18.8M | 4.6% | 0.7% | +0.2% |
| 24 | Ameritas Investment Partners, Inc. | 173,587 | $17.7M | 0.5% | 0.6% | +5.3% |
| 25 | Venture Visionary Partners LLC | 173,085 | $17.6M | 0.5% | 0.6% | +5.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.