WISDOMTREE U.S. VALUE FUND (WTV) Institutional Shareholders
WISDOMTREE U.S. VALUE FUND (WTV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.07B in WTV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of WTV tracked by InsiderSet, reporting ownership valued at approximately $335.00M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $373.08M, representing an estimated gain of +11.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed WTV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in WISDOMTREE U.S. VALUE FUND (WTV).
This page ranks the largest institutional WTV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
217
Total Reported Value
$2.07B
Largest Holder
Lpl Financial Llc
Largest Position
$335.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.09% | 3,536,335 | $334,997,008 | $373,083,343 | +$38,086,335 | +11.37% | |
| Envestnet Asset Management Inc | 0.04% | 1,652,709 | $168,113,592 | $174,360,800 | +$6,247,208 | +3.72% | |
| Raymond James Financial Inc | 0.05% | 1,746,280 | $165,425,053 | $184,232,540 | +$18,807,487 | +11.37% | |
| Morgan Stanley | 0.01% | 1,614,340 | $152,926,557 | $170,312,870 | +$17,386,313 | +11.37% | |
| Osaic Holdings, Inc. | 0.20% | 1,424,059 | $134,739,017 | $150,238,225 | +$15,499,208 | +11.50% | |
| Hightower Advisors, Llc | 0.12% | 1,242,810 | $117,731,776 | $131,116,455 | +$13,384,679 | +11.37% | |
| First Community Trust Na | 25.08% | 545,821 | $55,520,912 | $57,584,116 | +$2,063,204 | +3.72% | |
| Kestra Advisory Services, Llc | 0.17% | 516,715 | $52,560,287 | $54,513,433 | +$1,953,146 | +3.72% | |
| Cetera Investment Advisers | 0.05% | 525,408 | $49,771,907 | $55,430,544 | +$5,658,637 | +11.37% | |
| Private Advisor Group, Llc | 0.17% | 355,607 | $36,172,367 | $37,516,539 | +$1,344,172 | +3.72% | |
| Resolute Capital, Llc | 12.15% | 346,145 | $35,209,865 | $36,518,298 | +$1,308,433 | +3.72% | |
| Stifel Financial Corp | 0.03% | 352,839 | $33,424,435 | $37,224,515 | +$3,800,080 | +11.37% | |
| Bank Of America Corp | 0.00% | 315,673 | $29,903,703 | $33,303,502 | +$3,399,799 | +11.37% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 308,847 | $29,257,144 | $32,583,359 | +$3,326,215 | +11.37% | |
| Lido Advisors, Llc | 0.11% | 284,102 | $26,913,200 | $29,972,761 | +$3,059,561 | +11.37% | |
| Mariner, Llc | 0.03% | 282,605 | $26,771,212 | $29,814,828 | +$3,043,616 | +11.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 248,743 | $25,983,700 | $26,242,387 | +$258,687 | +1.00% | |
| Independent Advisor Alliance | 0.27% | 260,832 | $24,708,570 | $27,517,776 | +$2,809,206 | +11.37% | |
| Anderson Financial Strategies, Llc | 12.05% | 221,408 | $21,914,954 | $23,358,544 | +$1,443,590 | +6.59% | |
| Oppenheimer & Co Inc | 0.23% | 211,755 | $21,539,719 | $22,340,153 | +$800,434 | +3.72% | |
| Legacy Financial Advisors, Inc. | 2.99% | 225,627 | $21,373,672 | $23,803,649 | +$2,429,977 | +11.37% | |
| Trust Co Of Toledo Na | 1.69% | 200,115 | $20,355,697 | $21,112,133 | +$756,436 | +3.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 188,315 | $19,155,361 | $19,867,233 | +$711,872 | +3.72% | |
| Prism Advisors, Inc. | 4.57% | 184,919 | $18,809,961 | $19,508,955 | +$698,994 | +3.72% | |
| Venture Visionary Partners Llc | 0.49% | 173,085 | $17,606,215 | $18,260,468 | +$654,253 | +3.72% | |
| Onyx Bridge Wealth Group Llc | 1.51% | 165,274 | $16,811,637 | $17,436,407 | +$624,770 | +3.72% | |
| Systelligence, Llc | 2.73% | 160,487 | $16,324,738 | $16,931,379 | +$606,641 | +3.72% | |
| Flagship Harbor Advisors, Llc | 0.62% | 160,028 | $16,277,969 | $16,882,954 | +$604,985 | +3.72% | |
| Ameritas Investment Partners, Inc. | 0.48% | 164,860 | $15,617,157 | $17,392,730 | +$1,775,573 | +11.37% | |
| Cornerstone Planning Group Llc | 1.94% | 146,722 | $15,396,964 | $15,479,171 | +$82,207 | +0.53% | |
| 626 Financial, Llc | 5.89% | 148,026 | $15,057,170 | $15,616,743 | +$559,573 | +3.72% | |
| Certuity, Llc | 0.62% | 123,471 | $12,559,505 | $13,026,191 | +$466,686 | +3.72% | |
| Axxcess Wealth Management, Llc | 0.19% | 116,832 | $11,884,156 | $12,325,776 | +$441,620 | +3.72% | |
| Capital Asset Advisory Services Llc | 0.45% | 119,177 | $11,792,537 | $12,573,174 | +$780,637 | +6.62% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 107,161 | $10,900,432 | $11,305,486 | +$405,054 | +3.72% | |
| Team Financial Group, Llc | 4.59% | 106,286 | $10,811,390 | $11,213,173 | +$401,783 | +3.72% | |
| Menora Mivtachim Holdings Ltd. | 0.05% | 112,212 | $10,629,843 | $11,838,366 | +$1,208,523 | +11.37% | |
| Mml Investors Services, Llc | 0.02% | 88,880 | $8,419,590 | $9,376,840 | +$957,250 | +11.37% | |
| Equitable Holdings, Inc. | 0.05% | 87,917 | $8,202,656 | $9,275,244 | +$1,072,588 | +13.08% | |
| Cwm, Llc | 0.02% | 84,763 | $8,029,553 | $8,942,497 | +$912,944 | +11.37% | |
| D.A. Davidson & Co. | 0.04% | 73,926 | $7,519,753 | $7,799,193 | +$279,440 | +3.72% | |
| Leslie Global Wealth, Llc | 2.76% | 39,649 | $7,084,696 | $4,182,970 | -$2,901,727 | -40.96% | |
| Columbia Advisory Partners Llc | 3.74% | 66,582 | $6,772,721 | $7,024,401 | +$251,680 | +3.72% | |
| Truist Financial Corp | 0.01% | 64,194 | $6,529,846 | $6,772,467 | +$242,621 | +3.72% | |
| Geneos Wealth Management Inc. | 0.14% | 65,123 | $6,169,076 | $6,870,477 | +$701,401 | +11.37% | |
| Royal Bank Of Canada | 0.00% | 62,519 | $5,922,000 | $6,595,755 | +$673,755 | +11.38% | |
| Jones Financial Companies Lllp | 0.00% | 59,501 | $5,563,363 | $6,277,356 | +$713,993 | +12.83% | |
| United Advisor Group, Llc | 0.59% | 54,200 | $5,513,218 | $5,718,100 | +$204,882 | +3.72% | |
| Modern Wealth Management, Llc | 0.09% | 57,220 | $5,403,888 | $6,036,710 | +$632,822 | +11.71% | |
| Orion Porfolio Solutions, Llc | 0.04% | 54,724 | $5,183,976 | $5,773,382 | +$589,406 | +11.37% |
Frequently asked questions about WTV
Who owns the most WTV stock?
The largest holders of WTV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE U.S. VALUE FUND (WTV).
Is WTV widely held by superinvestors?
Many widely followed stocks like WTV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WTV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.