WisdomTree U.S. Value Fund (WTV)
WisdomTree U.S. Value Fund (WTV) is listed on NYSE Arca, where it has traded since February 23, 2007.
- Listed On
- NYSE Arca
- Listed Since
- February 23, 2007
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 233 institutions reported holding WTV, with 20.3 million shares worth $2.1 billion in aggregate. The largest reported holder was Lpl Financial, with 3.2 million shares worth $329.0 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 3,234,403 | $329M | Reduced 8.54% |
| Raymond James Financial | 1,872,080 | $190M | Added 7.2% |
| Morgan Stanley | 1,688,436 | $172M | Added 4.59% |
| Envestnet Asset Management | 1,652,709 | $168M | Reduced 16.79% |
| Osaic Holdings | 1,302,119 | $132M | Reduced 8.56% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WTV?
WisdomTree U.S. Value Fund (WTV) is listed on NYSE Arca, where it has traded since February 23, 2007.
Who are the largest institutional holders of WTV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WTV were Lpl Financial, Raymond James Financial and Morgan Stanley.
How many institutions own WTV?
233 institutions reported a position in WTV for the quarter ended June 30, 2026, worth $2.1 billion in total.
Did institutions buy or sell WTV last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for WTV.
Every reported institutional holder, plus insider and congressional trades in WTV, on SentiSense.