WISDOMTREE U.S. VALUE FUND (WTV) Institutional Ownership and Insiders Activity
WISDOMTREE U.S. VALUE FUND (WTV) is widely held by institutional investors, with 230 firms reporting positions valued at approximately $2.00B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $329.00M in WTV holdings in its latest filing.
Institutional Holders
230
Total Reported Value
$2.00B
Largest Holder
Lpl Financial Llc
Largest Position
$329.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
16
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$329.00M
- Raymond James Financial Inc$190.43M
- Morgan Stanley$171.75M
- Envestnet Asset Management Inc$168.11M
- Osaic Holdings, Inc.$132.46M
WTV News
All news- Anderson Financial Strategies Q2 2026: Major ETF Buys and Strategic Sales
Aug 22, 2026 · valut.ai
- 626 Financial LLC Q2 2026 Portfolio Activity: Significant Buys and Minor Adjustments Observed
Jul 29, 2026 · valut.ai
- First Community Trust NA Portfolio Shifts in Q2 2026: Major Buys and Sells Observed
Jul 13, 2026 · valut.ai