13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
WTV

WISDOMTREE US VALUE

227 institutions still hold WISDOMTREE US VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717w547·227 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.1%
vs prior quarter
13F value held
$1.6B
51.0% inst. owned
of float
Holders
227
+96 QoQ
filers reporting
Activity
+32 / −33
+888 added · −742 reduced
this quarter
Concentration
21.45%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

227 institutions reported WTV in Q1 2026. LPL Financial LLC leads at 21.4% of the visible book. +96 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$335M3.5M0.09%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$188M2.0M0.05%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$165M1.7M0.05%Q1 202604
MORGAN STANLEY
CIK 0000895421
$153M1.6M0.01%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$135M1.4M0.20%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$118M1.2M0.13%Q1 202607
Smith Anglin Financial, LLC
CIK 0001553540
$96M1.1M8.71%Q2 202508
Cetera Investment Advisers
CIK 0001666741
$50M525K0.05%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$40M425K0.15%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$33M353K0.03%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M316K0.00%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$29M309K0.02%Q1 202613
Lido Advisors, LLC
CIK 0001650150
$27M284K0.08%Q1 202614
Mariner, LLC
CIK 0001373442
$27M283K0.03%Q1 202615
Independent Advisor Alliance
CIK 0001696899
$25M261K0.27%Q1 202616
RESOLUTE CAPITAL, LLC
CIK 0002069920
$24M254K9.76%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$23M238K0.05%Q1 202618
Anderson Financial Strategies, LLC
CIK 0002018166
$22M221K12.05%Q1 202619
Legacy Financial Advisors, Inc.
CIK 0001730810
$21M226K2.99%Q1 202620
Systelligence, LLC
CIK 0001882691
$21M222K4.08%Q1 2026
Page 1 of 12
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