WTV

Wisdomtree U.S. Value Fund$105.50 0.13%
UnclassifiedUSCUSIP 97717W547· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
185
-85 QoQ
13F Value (tracked)
$2.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)35 adding · 12 trimming
Insider net (180d)$0

Price & smart-money activity

$105.50 0.13%5Y +73.6%
$46.68$62.93$79.19$95.44$111.692021202220232024202520262222343523324727365167361236164222542964284619
Hover for who · click for detailEnd-of-day closing prices52w $85.93 – $107.21

Who owns WTV?

185 tracked 13F filers

185 tracked 13F filers disclose a position in WTV as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$335.0M
3.5M
+38%
Added · +980K sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$188.2M
2.0M
+4.8%
Added · +92K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$165.4M
1.7M
+17%
Added · +250K sh
Q1 2026
4MORGAN STANLEY
$152.9M
1.6M
+22%
Added · +292K sh
Q1 2026
5OSAIC HOLDINGS, INC.
$134.7M
1.4M
+14%
Added · +170K sh
Q1 2026
6HighTower Advisors, LLC
$117.7M
1.2M
+3.4%
Added · +41K sh
Q1 2026
7FIRST COMMUNITY TRUST NA
$55.5M
546K
New
+546K sh
Q2 2026
8Cetera Investment Advisers
$49.8M
525K
+16%
Added · +72K sh
Q1 2026
9Kestra Advisory Services, LLC
$52.6M
517K
+22%
Added · +92K sh
Q2 2026
10Private Advisor Group, LLC
$36.2M
356K
+140%
Added · +208K sh
Q2 2026
11STIFEL FINANCIAL CORP
$33.4M
353K
+6.2%
Added · +21K sh
Q1 2026
12RESOLUTE CAPITAL, LLC
$35.2M
346K
+36%
Added · +92K sh
Q2 2026
13BANK OF AMERICA CORP /DE/
$29.9M
316K
+31%
Added · +74K sh
Q1 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$29.3M
309K
−14%
Reduced · −52K sh
Q1 2026
15Lido Advisors, LLC
$26.9M
284K
−9.0%
Reduced · −28K sh
Q1 2026
16Mariner, LLC
$26.8M
283K
+116%
Added · +151K sh
Q1 2026
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$26.0M
249K
+4.5%
Added · +11K sh
Q2 2026
18Legacy Financial Advisors, Inc.
$23.1M
227K
+0.5%
Added · +1K sh
Q2 2026
19Anderson Financial Strategies, LLC
$21.9M
221K
−0.5%
Reduced · −1K sh
Q1 2026
20OPPENHEIMER & CO INC
$21.5M
212K
+7.1%
Added · +14K sh
Q2 2026
21TRUST CO OF TOLEDO NA /OH/
$20.4M
200K
+19%
Added · +32K sh
Q2 2026
22COMMONWEALTH EQUITY SERVICES, LLC
$18.6M
197K
+0.2%
Added · +454 sh
Q1 2026
23Prism Advisors, Inc.
$18.8M
185K
+0.2%
Added · +312 sh
Q2 2026
24Venture Visionary Partners LLC
$17.6M
173K
+5.4%
Added · +9K sh
Q2 2026
25Onyx Bridge Wealth Group LLC
$16.8M
165K
−19%
Reduced · −39K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WTV being bought or sold by institutions?

Last quarter, 1 fund opened a new position in WTV and 34 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
34
funds
Reduced
12
funds
Exited
0
funds

Funds that own WTV also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA92 funds$14.3B
APPLE INCAAPL92 funds$14.0B
AMAZON.COM INCAMZN92 funds$6.5B
MICROSOFT CORPMSFT90 funds$9.3B
JOHNSON & JOHNSONJNJ90 funds$2.4B
ISHARES CORE S&P 500 ETFIVV89 funds$6.0B
ALPHABET INC-CL AGOOGL89 funds$5.2B
SS SPDR S&P 500 ETF TRUST-USSPY89 funds$4.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B88 funds$3.1B
JPMORGAN CHASE & COJPM88 funds$2.8B
BROADCOM INCAVGO87 funds$4.7B
VANGUARD TOTAL STOCK MKT ETFVTI87 funds$4.3B

Ranked by how many of WTV's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

99 funds+47 since Q3 2024
092184Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $551.8M

Share classes

Class13F holdersValue held
DLNcs388 funds$3.7B
DONcs374 funds$2.0B
DXJcs312 funds$2.7B
DEScs292 funds$983.8M
DEMcs289 funds$2.3B
EPIcs215 funds$1.0B
DHScs209 funds$702.4M
DGScs198 funds$938.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WTV

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WTV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WTV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WTV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.