WTV

Wisdomtree U.S. Value FundETF$106.00 0.91%
UnclassifiedCUSIP 97717W547· EOD Sep 18, 2026

Among active 13F managers last quarter, 1 opened and 39 added, while 8 reduced; the largest holder to move was First Community Trust Na (new position).

Tracked 13F holders
209
158 in Q2 2026 filings
13F value (tracked)
$2.1B
13F moves · latest Q
40 added
8 reduced

Price & smart-money activity

$106.00 0.91%5Y +77.7%
$46.35$63.35$80.35$97.35$114.352021202220232024202520262222343523324727365176391036184324623272336926
Hover for who · click for detailEnd-of-day closing prices52w $88.06 – $109.66

Who owns WTV?

209 tracked 13F filers · ranked by shares held

209 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.

#FundSharesPosition valueLast moveAs ofHistory
1LPL Financial LLC3.5M
$335.0M
+38%
Added · +980K sh
Q1 2026
2Envestnet Asset Management Inc2.0M
$188.2M
+4.8%
Added · +92K sh
Q1 2026
3Raymond James Financial Inc1.7M
$165.4M
+17%
Added · +250K sh
Q1 2026
4Morgan Stanley1.6M
$152.9M
+22%
Added · +292K sh
Q1 2026
5Osaic Holdings, Inc.1.4M
$134.7M
+14%
Added · +170K sh
Q1 2026
6HighTower Advisors, LLC1.2M
$117.7M
+3.4%
Added · +41K sh
Q1 2026
7First Community Trust Na546K
$55.5M
New
+546K sh
Q2 2026
8Cetera Investment Advisers525K
$49.8M
+16%
Added · +72K sh
Q1 2026
9Kestra Advisory Services, LLC517K
$52.6M
+22%
Added · +92K sh
Q2 2026
10Private Advisor Group, LLC356K
$36.2M
+140%
Added · +208K sh
Q2 2026
11Stifel Financial Corp353K
$33.4M
+6.2%
Added · +21K sh
Q1 2026
12Resolute Capital, LLC346K
$35.2M
+36%
Added · +92K sh
Q2 2026
13Bank Of America Corp316K
$29.9M
+31%
Added · +74K sh
Q1 2026
14Northwestern Mutual Wealth Management Co309K
$29.3M
−14%
Reduced · −52K sh
Q1 2026
15Mariner, LLC283K
$26.8M
+116%
Added · +151K sh
Q1 2026
16Wealth Enhancement Advisory Services, LLC249K
$26.0M
+4.5%
Added · +11K sh
Q2 2026
17Legacy Financial Advisors, Inc.227K
$23.1M
+0.5%
Added · +1K sh
Q2 2026
18Anderson Financial Strategies, LLC224K
$24.2M
+1.0%
Added · +2K sh
Q2 2026
19Oppenheimer & Co Inc212K
$21.5M
+7.1%
Added · +14K sh
Q2 2026
20Trust Co Of Toledo Na200K
$20.4M
+19%
Added · +32K sh
Q2 2026
21Commonwealth Equity Services, LLC197K
$18.6M
+0.2%
Added · +454 sh
Q1 2026
22Prism Advisors, Inc.185K
$18.8M
+0.2%
Added · +312 sh
Q2 2026
23Ameritas Investment Partners, Inc.174K
$17.7M
+5.3%
Added · +9K sh
Q2 2026
24Venture Visionary Partners LLC173K
$17.6M
+5.4%
Added · +9K sh
Q2 2026
25Onyx Bridge Wealth Group LLC165K
$16.8M
−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 39 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
39
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WTV also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA111 funds$17.6B
Amazon.com IncAMZN111 funds$9.4B
Apple IncAAPL110 funds$17.2B
Microsoft CorpMSFT108 funds$10.9B
SS SPDR S&P 500 ETF Trust-USSPY107 funds$5.4B
Alphabet Inc-CL AGOOGL106 funds$6.7B
Ishares Core S&P 500 ETFIVV105 funds$20.4B
Berkshire Hathaway Inc-CL BBRK/B105 funds$3.8B
Alphabet Inc-CL CGOOG104 funds$5.9B
Johnson & JohnsonJNJ104 funds$2.9B
Meta Platforms Inc-Class AMETA103 funds$4.2B
JPMorgan Chase & CoJPM103 funds$3.7B

Ranked by how many of WTV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WTV.

Institutional ownership over time

158 tracked filers in Q2 2026 filingsstill filing
0101202Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $732.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DLNcs450 funds$3.8B
DONcs436 funds$2.1B
DXJcs376 funds$2.9B
DEMcs340 funds$2.4B
DEScs339 funds$1.0B
DHScs241 funds$733.0M
DGScs238 funds$1.0B
EPIcs237 funds$1.0B

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

Recent filings

0 most recent

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

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Connected entities for WTV

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Ask your agent what changed in WTV

This ETF 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 + quarter-over-quarter ownership changes + 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.