Who owns WTV?
WisdomTree U.S. Value Fund · WisdomTree
235 institutions reported holding WTV, worth $2.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $329.0M | 3,234,403 | −301,932 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $190.4M | 1,872,080 | +125,800 shares |
| Morgan Stanley | New York, NY | $171.7M | 1,688,436 | +74,096 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $168.1M | 1,652,709 | −333,572 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $132.5M | 1,302,119 | −121,940 shares |
| HighTower Advisors, LLC | Chicago, IL | $129.0M | 1,267,908 | +25,098 shares |
| Cetera Investment Advisers | Schaumburg, IL | $64.8M | 637,003 | +111,595 shares |
| First Community Trust NA | Dubuque, IA | $55.5M | 545,821 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $52.6M | 516,715 | +91,797 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $45.2M | 443,880 | +223,505 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTV?
235 institutional managers reported holding WTV in Form 13F filings for June 30, 2026, worth $2.2B in total. The largest reported position was held by LPL Financial LLC, at $329.0M.
Did institutions buy or sell WTV last quarter?
Reported 13F value rose 12.6% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.