WTV Institutional Ownership & Shareholders
WISDOMTREE U.S. VALUE FUND (WTV) is currently held by 238 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.03B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of WTV tracked by InsiderSet, reporting ownership valued at approximately $329.00M in its June 30, 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 $348.05M, representing an estimated gain of +5.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed WTV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, 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
238
Total Reported Value
$2.03B
Largest Holder
Lpl Financial Llc
Largest Position
$329.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 3,234,403 | $329,003,436 | $348,054,107 | +$19,050,671 | +5.79% | |
| Raymond James Financial Inc | 0.05% | 1,872,080 | $190,428,000 | $201,454,529 | +$11,026,529 | +5.79% | |
| Morgan Stanley | 0.01% | 1,688,436 | $171,747,809 | $181,692,598 | +$9,944,789 | +5.79% | |
| Envestnet Asset Management Inc | 0.04% | 1,652,709 | $168,113,592 | $177,848,015 | +$9,734,423 | +5.79% | |
| Osaic Holdings, Inc. | 0.16% | 1,302,119 | $132,460,119 | $140,121,026 | +$7,660,907 | +5.78% | |
| Cetera Investment Advisers | 0.06% | 637,003 | $64,795,957 | $68,547,893 | +$3,751,936 | +5.79% | |
| Kestra Advisory Services, Llc | 0.17% | 574,066 | $58,807,287 | $61,775,242 | +$2,967,955 | +5.05% | |
| First Community Trust Na | 18.13% | 531,343 | $54,430,777 | $57,177,820 | +$2,747,043 | +5.05% | |
| Horizon Wealth Management, Llc | 5.35% | 414,254 | $42,436,155 | $44,577,873 | +$2,141,718 | +5.05% | |
| Bank Of America Corp | 0.00% | 398,169 | $40,501,751 | $42,846,966 | +$2,345,215 | +5.79% | |
| Stifel Financial Corp | 0.03% | 355,650 | $36,176,730 | $38,271,497 | +$2,094,767 | +5.79% | |
| Private Advisor Group, Llc | 0.17% | 355,607 | $36,172,367 | $38,266,869 | +$2,094,502 | +5.79% | |
| Resolute Capital, Llc | 12.15% | 346,145 | $35,209,865 | $37,248,663 | +$2,038,798 | +5.79% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 255,493 | $26,640,280 | $27,493,602 | +$853,322 | +3.20% | |
| Trust Co Of Toledo Na | 2.12% | 258,126 | $26,442,418 | $27,776,939 | +$1,334,521 | +5.05% | |
| Anderson Financial Strategies, Llc | 12.57% | 223,678 | $24,192,964 | $24,069,990 | -$122,974 | -0.51% | |
| Legacy Financial Advisors, Inc. | 2.81% | 226,780 | $23,068,012 | $24,403,796 | +$1,335,784 | +5.79% | |
| Oppenheimer & Co Inc | 0.23% | 210,753 | $21,589,537 | $22,679,130 | +$1,089,593 | +5.05% | |
| Venture Visionary Partners Llc | 0.48% | 177,066 | $18,138,684 | $19,054,072 | +$915,388 | +5.05% | |
| Ameritas Investment Partners, Inc. | 0.47% | 173,587 | $17,657,253 | $18,679,697 | +$1,022,444 | +5.79% | |
| Commonwealth Equity Services, Llc | 0.02% | 168,449 | $17,255,902 | $18,126,797 | +$870,895 | +5.05% | |
| Flagship Harbor Advisors, Llc | 0.62% | 164,093 | $16,809,677 | $17,658,048 | +$848,371 | +5.05% | |
| Prism Advisors, Inc. | 4.20% | 160,605 | $16,746,283 | $17,282,704 | +$536,421 | +3.20% | |
| Systelligence, Llc | 2.73% | 160,487 | $16,324,738 | $17,270,006 | +$945,268 | +5.79% | |
| Cornerstone Planning Group Llc | 1.96% | 151,421 | $15,825,037 | $16,294,414 | +$469,377 | +2.97% | |
| 626 Financial, Llc | 5.89% | 148,026 | $15,057,170 | $15,929,078 | +$871,908 | +5.79% | |
| Certuity, Llc | 0.69% | 144,030 | $14,754,467 | $15,499,068 | +$744,601 | +5.05% | |
| Jpmorgan Chase & Co | 0.00% | 138,725 | $14,195,729 | $14,928,197 | +$732,468 | +5.16% | |
| Onyx Bridge Wealth Group Llc | 1.23% | 137,134 | $14,048,003 | $14,756,990 | +$708,987 | +5.05% | |
| Capital Asset Advisory Services Llc | 0.41% | 112,329 | $12,142,729 | $12,087,724 | -$55,005 | -0.45% | |
| Mml Investors Services, Llc | 0.02% | 115,504 | $11,749,062 | $12,429,385 | +$680,323 | +5.79% | |
| Menora Mivtachim Holdings Ltd. | 0.04% | 112,212 | $11,414,205 | $12,075,133 | +$660,928 | +5.79% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 107,161 | $10,900,432 | $11,531,595 | +$631,163 | +5.79% | |
| Team Financial Group, Llc | 4.26% | 105,297 | $10,786,638 | $11,331,010 | +$544,372 | +5.05% | |
| Ceera Investments, Llc | 3.84% | 98,723 | $10,113,184 | $10,623,582 | +$510,398 | +5.05% | |
| Equitable Holdings, Inc. | 0.05% | 90,250 | $9,180,186 | $9,711,803 | +$531,617 | +5.79% | |
| Ruggaard & Associates Llc | 3.02% | 82,878 | $8,430,327 | $8,918,502 | +$488,175 | +5.79% | |
| Jones Financial Companies Lllp | 0.00% | 80,812 | $8,269,464 | $8,696,179 | +$426,715 | +5.16% | |
| D.A. Davidson & Co. | 0.04% | 79,162 | $8,109,355 | $8,518,623 | +$409,268 | +5.05% | |
| Cwm, Llc | 0.02% | 84,763 | $8,029,553 | $9,121,346 | +$1,091,793 | +13.60% | |
| Western Wealth Management, Llc | 0.26% | 76,942 | $7,826,520 | $8,279,729 | +$453,209 | +5.79% | |
| Leslie Global Wealth, Llc | 2.64% | 69,891 | $7,159,597 | $7,520,971 | +$361,374 | +5.05% | |
| Optima Capital Llc | 2.77% | 68,433 | $7,010,247 | $7,364,075 | +$353,828 | +5.05% | |
| Ameritas Advisory Services, Llc | 0.14% | 66,393 | $6,753,461 | $7,144,551 | +$391,090 | +5.79% | |
| Newedge Advisors, Llc | 0.02% | 65,754 | $6,688,483 | $7,075,788 | +$387,305 | +5.79% | |
| Columbia Advisory Partners Llc | 3.63% | 64,186 | $6,575,255 | $6,907,055 | +$331,800 | +5.05% | |
| Geneos Wealth Management Inc. | 0.13% | 64,254 | $6,535,906 | $6,914,373 | +$378,467 | +5.79% | |
| Truist Financial Corp | 0.01% | 63,511 | $6,506,099 | $6,834,419 | +$328,320 | +5.05% | |
| Ifg Advisory, Llc | 0.23% | 63,733 | $6,482,916 | $6,858,308 | +$375,392 | +5.79% | |
| United Advisor Group, Llc | 0.57% | 57,013 | $5,840,451 | $6,135,169 | +$294,718 | +5.05% |
Frequently asked questions about WTV
Who are the largest institutional holders of WTV?
The largest institutional holders of WTV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Morgan Stanley, Envestnet Asset Management Inc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported WTV position.
What is WTV institutional ownership?
This page tracks WTV positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE U.S. VALUE FUND (WTV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTV?
InsiderSet currently tracks 238 institutional managers reporting WTV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTV shareholders.
How much WTV stock do institutions own?
Institutional investment managers disclosed approximately $2.03B in WTV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTV institutional ownership last updated?
The latest WTV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTV position after the reporting date.
Are institutions buying or selling WTV?
Institutional buying and selling can be analyzed by comparing WTV positions across consecutive 13F reporting periods. InsiderSet's WTV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTV ownership changes.
How has WTV institutional ownership changed over time?
InsiderSet tracks WTV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.