Who Owns Wisdom Tree Value ETF (WTV)? -- Institutional Holders (2026-06-30)

122 institutions reported holding $815.0M of Wisdom Tree Value ETF (WTV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($168.1M), FIRST COMMUNITY TRUST NA ($55.5M), Kestra Advisory Services, LLC ($52.6M), Cambridge Investment Research Advisors, Inc. ($45.2M), Private Advisor Group, LLC ($36.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$168.1M1.7MTrimmed
2FIRST COMMUNITY TRUST NA$55.5M545,821New
3Kestra Advisory Services, LLC$52.6M516,715Added
4Cambridge Investment Research Advisors, Inc.$45.2M443,880Added
5Private Advisor Group, LLC$36.2M355,607Added
6RESOLUTE CAPITAL, LLC$35.2M346,145Added
7Harel Insurance Investments & Financial Services Ltd.$27.1M266,800New
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.0M248,743Added
9OPPENHEIMER & CO INC$21.5M211,755Added
10TRUST CO OF TOLEDO NA /OH/$20.4M200,115Added
11COMMONWEALTH EQUITY SERVICES, LLC$19.2M188,315Trimmed
12Prism Advisors, Inc.$18.8M184,919Added
13Venture Visionary Partners LLC$17.6M173,085Added
14Onyx Bridge Wealth Group LLC$16.8M165,274Trimmed
15Systelligence, LLC$16.3M160,487Trimmed
16FLAGSHIP HARBOR ADVISORS, LLC$16.3M160,028Added
17Cornerstone Planning Group LLC$15.4M146,722Added
18626 Financial, LLC$15.1M148,026Added
19CERTUITY, LLC$12.6M123,471Added
20AXXCESS WEALTH MANAGEMENT, LLC$11.9M116,832New
21Envestnet Portfolio Solutions, Inc.$10.9M107,161Trimmed
22Team Financial Group, LLC$10.8M106,286Added
23AE Wealth Management LLC$8.6M84,700Added
24D.A. DAVIDSON & CO.$7.5M73,926Added
25Leslie Global Wealth, LLC$7.1M39,649Trimmed

Source: SEC Form 13F filings · as of 2026-06-30