Who Owns WisdomTree U.S. Value Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in WisdomTree U.S. Value Fund.
Who crossed 5% of WTV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| FIRST COMMUNITY TRUST NAUS VALUE FD531.3K shtrimmed | $54.4M |
| Venture Visionary Partners LLCUS VALUE FD177.1K shadded | $18.1M |
| Prism Advisors, Inc.SH BEN INT160.6K shtrimmed | $16.7M |
| Cooper Financial GroupUS VALUE FD24.2K shadded | $2.5M |
| Weaver Consulting GroupUS VALUE FD16.3K sh— | $1.7M |
| Atlas Brown,Inc.ETF10.5K shadded | $1.1M |
| Ballew Advisors, IncUS VALUE FD10.2K shadded | $1.1M |
| RVW Wealth, LLCWISDOMTREE US VA9.5K shheld | $974.2K |
| AVAII WEALTH MANAGEMENT, LLCUS VALUE FD3.3K shadded | $339.2K |
| CoreCap Advisors, LLCETF877 shadded | $89.8K |
| Farther Finance Advisors, LLCETF295 shadded | $30.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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