Vault-13

WISDOMTREE TR WTV

WISDOMTREE US VA · ETP · CUSIP 97717W547

217 institutional holders +13 vs Q4 2025
21,081,08021.1m shares reported held*
$2.0bnreported value*
25 new 117 added 50 reduced 10 sold out net bought ≈ $230.4m (+2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $94.80.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 38Q4 22: 43Q1 23: 46Q2 23: 44Q3 23: 46Q4 23: 61Q1 24: 67Q2 24: 71Q3 24: 73Q4 24: 103Q1 25: 138Q2 25: 158Q3 25: 177Q4 25: 204Q1 26: 217217Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202238
Q4 202243
Q1 202346
Q2 202344
Q3 202346
Q4 202361
Q1 202467
Q2 202471
Q3 202473
Q4 2024103
Q1 2025138
Q2 2025158
Q3 2025177
Q4 2025204
Q1 2026217

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 31 bought or addedQ2 24: 28 cut or sold outQ3 24: 35 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 52 bought or addedQ4 24: 23 cut or sold outQ1 25: 98 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 99 bought or addedQ2 25: 50 cut or sold outQ3 25: 118 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 131 bought or addedQ4 25: 55 cut or sold outQ1 26: 142 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243128
Q3 20243524
Q4 20245223
Q1 20259827
Q2 20259950
Q3 202511842
Q4 202513155
Q1 202614260

Biggest buyers

LPL Financial LLC Added +979,792+979.8k
MORGAN STANLEY Added +292,212+292.2k
Independent Advisor Alliance New +260,832+260.8k
RAYMOND JAMES FINANCIAL INC Added +249,881+249.9k
OSAIC HOLDINGS, INC. Added +169,916+169.9k
Mariner, LLC Added +151,489+151.5k
ENVESTNET ASSET MANAGEMENT INC Added +91,737+91.7k
BANK OF AMERICA CORP /DE/ Added +74,194+74.2k
Cetera Investment Advisers Added +72,287+72.3k
COLUMBIA ADVISORY PARTNERS LLC New +64,791+64.8k

Biggest sellers

AXXCESS WEALTH MANAGEMENT, LLC Sold out -119,111-119.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -113,953-114.0k
Insight Advisors, LLC/ PA Sold out -86,556-86.6k
IFG Advisory, LLC Sold out -54,910-54.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -51,930-51.9k
Concurrent Investment Advisors, LLC Reduced -44,190-44.2k
MML INVESTORS SERVICES, LLC Reduced -33,800-33.8k
Onyx Bridge Wealth Group LLC Reduced -32,200-32.2k
Lido Advisors, LLC Reduced -28,097-28.1k
Keating Financial Advisory Services, Inc. Reduced -19,108-19.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,536,3353.5m $335.0m $335.0m 0.09% Added +979.8k +979,792
2 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,986,2812.0m $188.2m $188.2m 0.05% Added +91.7k +91,737
3 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,746,2801.7m $165.4m $165.4m 0.05% Added +249.9k +249,881
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,614,3401.6m $152.9m $152.9m 0.01% Added +292.2k +292,212
5 OSAIC HOLDINGS, INC. 0.20% of their portfolio SCOTTSDALE, AZ 1,424,0591.4m $134.7m $134.7m 0.20% Added +169.9k +169,916
6 HighTower Advisors, LLC 0.12% of their portfolio CHICAGO, IL 1,242,8101.2m $117.7m $117.7m 0.12% Added +41.3k +41,316
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 525,408525.4k $49.8m $49.8m 0.05% Added +72.3k +72,287
8 Kestra Advisory Services, LLC 0.15% of their portfolio AUSTIN, TX 424,918424.9k $40.3m $40.3m 0.15% Added +21.4k +21,426
9 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 352,839352.8k $33.4m $33.4m 0.03% Added +20.7k +20,730
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 315,673315.7k $29.9m $29.9m 0.00% Added +74.2k +74,194
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 308,847308.8k $29.3m $29.3m 0.02% Reduced -51.9k -51,930
12 Lido Advisors, LLC 0.11% of their portfolio Los Angeles, CA 284,102284.1k $26.9m $26.9m 0.11% Reduced -28.1k -28,097
13 Mariner, LLC 0.03% of their portfolio Overland Park, KS 282,605282.6k $26.8m $26.8m 0.03% Added +151.5k +151,489
14 Independent Advisor Alliance 0.27% of their portfolio CHARLOTTE, NC 260,832260.8k $24.7m $24.7m 0.27% New
15 RESOLUTE CAPITAL, LLC 9.76% of their portfolio GREENVILLE, SC 254,257254.3k $24.1m $24.1m 9.76% Added +14.8k +14,798
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 237,958238.0k $22.5m $22.5m 0.05% Reduced -114.0k -113,953
17 Legacy Financial Advisors, Inc. 2.99% of their portfolio COVINGTON, KY 225,627225.6k $21.4m $21.4m 2.99% Added +3.0k +2,994
18 Systelligence, LLC 4.08% of their portfolio BLOOMINGTON, MN 221,641221.6k $21.0m $21.0m 4.08% Added +16.6k +16,559
19 Anderson Financial Strategies, LLC 12.05% of their portfolio DAYTON, OH 221,408221.4k $21.9m $21.9m 12.05% Reduced -1.1k -1,102
20 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 220,375220.4k $20.9m $20.9m 0.05% Added +5.6k +5,597
21 Onyx Bridge Wealth Group LLC 2.08% of their portfolio TARRYTOWN, NY 204,293204.3k $19.4m $19.4m 2.08% Reduced -32.2k -32,200
22 OPPENHEIMER & CO INC 0.23% of their portfolio NEW YORK, NY 197,770197.8k $18.7m $18.7m 0.23% Added +3.6k +3,590
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 196,567196.6k $18.6m $18.6m 0.03% Added +454 +454
24 Prism Advisors, Inc. 4.67% of their portfolio STUDIO CITY, CA 184,607184.6k $17.5m $17.5m 4.67% Reduced -11.6k -11,621
25 TRUST CO OF TOLEDO NA /OH/ 1.51% of their portfolio HOLLAND, OH 168,051168.1k $15.9m $15.9m 1.51% Added +18.4k +18,423
26 Ameritas Investment Partners, Inc. 0.48% of their portfolio LINCOLN, NE 164,860164.9k $15.6m $15.6m 0.48% Reduced -2.8k -2,817
27 Venture Visionary Partners LLC 0.52% of their portfolio Sylvania, OH 164,229164.2k $15.6m $15.6m 0.52% Added +13.8k +13,778
28 FLAGSHIP HARBOR ADVISORS, LLC 0.63% of their portfolio BOSTON, MA 151,627151.6k $14.4m $14.4m 0.63% Added +9.3k +9,307
29 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 147,976148.0k $14.0m $14.0m 0.07% Added +34.0k +34,040
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 144,084144.1k $13.4m $13.4m 0.00% Added +12.4k +12,359
31 Cornerstone Planning Group LLC 1.88% of their portfolio FAIRFIELD, NJ 142,032142.0k $14.1m $14.1m 1.88% Added +11.4k +11,403
32 626 Financial, LLC 5.93% of their portfolio PORTAGE, MI 139,971140.0k $13.3m $13.3m 5.93% Added +4.4k +4,433
33 Envestnet Portfolio Solutions, Inc. 0.07% of their portfolio BERWYN, PA 139,486139.5k $13.2m $13.2m 0.07% Reduced -201 -201
34 Capital Asset Advisory Services LLC 0.45% of their portfolio Williamston, MI 119,177119.2k $11.8m $11.8m 0.45% Reduced -278 -278
35 MENORA MIVTACHIM HOLDINGS LTD. 0.05% of their portfolio Ramat Gan, L3 112,212112.2k $10.6m $10.6m 0.05% Reduced -6.6k -6,602
36 Team Financial Group, LLC 4.44% of their portfolio TEMECULA, CA 103,213103.2k $9.8m $9.8m 4.44% Added +591 +591
37 CERTUITY, LLC 0.57% of their portfolio NORTH PALM BEACH, FL 92,29092.3k $8.7m $8.7m 0.57% Added +64.5k +64,491
38 Retirement Management Systems Inc. 2.06% of their portfolio STEVENSVILLE, MD 90,42990.4k $8.6m $8.6m 2.06% Added +6.8k +6,778
39 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 88,88088.9k $8.4m $8.4m 0.02% Reduced -33.8k -33,800
40 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 87,91787.9k $8.2m $8.2m 0.05% Added +24.2k +24,188
41 CWM, LLC 0.02% of their portfolio OMAHA, NE 84,76384.8k $8.0m $8.0m 0.02% Reduced -638 -638
42 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 80,39080.4k $7.6m $7.6m 0.04% Reduced -12.9k -12,886
43 Ruggaard & Associates LLC 3.01% of their portfolio HUDSON, OH 80,07180.1k $7.6m $7.6m 3.01% Added +2.6k +2,612
44 USAdvisors Wealth Management, LLC 2.25% of their portfolio EDEN PRAIRIE, MN 72,46672.5k $6.8m $6.8m 2.25% Added +3.8k +3,800
45 Leslie Global Wealth, LLC 3.42% of their portfolio Itasca, IL 68,57768.6k $6.5m $6.5m 3.42% Reduced -2.4k -2,433
46 Geneos Wealth Management Inc. 0.14% of their portfolio ENGLEWOOD, CO 65,12365.1k $6.2m $6.2m 0.14% Added +16.0k +16,027
47 COLUMBIA ADVISORY PARTNERS LLC 3.92% of their portfolio SPOKANE, WA 64,79164.8k $6.1m $6.1m 3.92% New
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 62,51962.5k $5.9m $5.9m 0.00% Added +32.8k +32,816
49 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 59,50159.5k $5.6m $5.6m 0.00% Added +35.5k +35,527
50 Modern Wealth Management, LLC 0.09% of their portfolio KANSAS CITY, MO 57,22057.2k $5.4m $5.4m 0.09% Reduced -8.0k -7,992
51 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 54,72454.7k $5.2m $5.2m 0.04% Reduced -4.9k -4,944
52 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 53,50653.5k $5.1m $5.1m 0.01% Added +1.2k +1,222
53 Smartleaf Asset Management LLC 0.17% of their portfolio BOSTON, MA 51,77851.8k $4.8m $4.8m 0.17% Added +872 +872
54 CEERA INVESTMENTS, LLC 2.15% of their portfolio BELLAIRE, TX 51,69851.7k $4.9m $4.9m 2.15% Reduced -3.1k -3,100
55 Western Wealth Management, LLC 0.18% of their portfolio GOLDEN, CO 48,78948.8k $4.6m $4.6m 0.18% Added +24.3k +24,344
56 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 47,61647.6k $4.5m $4.5m 0.02% Added +1.2k +1,185
57 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 45,56345.6k $4.3m $4.3m 0.02% Reduced -6.5k -6,497
58 Nilsine Partners, LLC 0.34% of their portfolio GREENWOOD VILLAGE, CO 43,94743.9k $4.3m $4.3m 0.34% Added +8.0k +7,996
59 LANARK FINANCIAL, INC. 0.29% of their portfolio BIRMINGHAM, AL 40,97841.0k $3.9m $3.9m 0.29% Added +5.4k +5,387
60 PMG Wealth Management, Inc. 2.74% of their portfolio Hawthorn Woods, IL 40,16240.2k $3.8m $3.8m 2.74% Added +1.6k +1,606
61 OPTIMA CAPITAL LLC 1.68% of their portfolio PORTLAND, OR 38,19438.2k $3.6m $3.6m 1.68% Added +200 +200
62 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 36,95337.0k $3.5m $3.5m 0.02% Added +55 +55
63 Vericrest Private Wealth 3.00% of their portfolio NEWTOWN, PA 35,28335.3k $3.3m $3.3m 3.00% Added +4.4k +4,423
64 Bay Capital Advisors, LLC 2.02% of their portfolio VIRGINIA BEACH, VA 34,53634.5k $3.3m $3.3m 2.02% Added +3.4k +3,369
65 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 32,59632.6k $3.1m $3.1m 0.07% Added +2.1k +2,143
66 Sunbelt Securities, Inc. 0.19% of their portfolio HOUSTON, TX 31,32231.3k $3.0m $3.0m 0.19% Added +1.9k +1,867
67 Santori & Peters, Inc. 0.88% of their portfolio CANONSBURG, PA 29,90129.9k $2.8m $2.8m 0.88% Added +854 +854
68 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 29,88029.9k $2.8m $2.8m 0.10% Added +3.1k +3,086
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,75929.8k $2.8m $2.8m 0.00% Reduced -734 -734
70 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 28,76728.8k $2.7m $2.7m 0.03% Reduced -11.9k -11,887
71 United Advisor Group, LLC 0.33% of their portfolio CINCINNATI, OH 28,26628.3k $2.7m $2.7m 0.33% Added +4.6k +4,600
72 Cooper Financial Group 0.27% of their portfolio IRVINE, CA 28,15128.2k $2.7m $2.7m 0.27% Reduced -1.0k -1,025
73 Keating Financial Advisory Services, Inc. 0.40% of their portfolio MANHATTAN, KS 26,41526.4k $2.5m $2.5m 0.40% Reduced -19.1k -19,108
74 Powers Advisory Group, LLC 0.86% of their portfolio Highland, IL 25,74425.7k $2.4m $2.4m 0.86% Added +12.9k +12,925
75 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 25,27325.3k $2.4m $2.4m 0.02% Added +11.5k +11,458
76 FIRST NATIONAL BANK SIOUX FALLS 0.59% of their portfolio SIOUX FALLS, SD 22,22622.2k $2.2m $2.2m 0.59% Added +9.8k +9,762
77 Advisor Resource Council 0.83% of their portfolio DALLAS, TX 22,10822.1k $2.1m $2.1m 0.83% Added +452 +452
78 UPTICK PARTNERS, LLC 0.42% of their portfolio NACOGDOCHES, TX 22,09722.1k $2.1m $2.1m 0.42% Added +8.8k +8,827
79 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 21,87221.9k $2.1m $2.1m 0.03% Added +3.1k +3,089
80 Strategic Financial Concepts, LLC 0.48% of their portfolio SAN ANTONIO, TX 20,70820.7k $2.0m $2.0m 0.48% New
81 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 20,48020.5k $1.9m $1.9m 0.03% Added +6.8k +6,807
82 BFI Wealth Solutions, LLC 1.83% of their portfolio DALLAS, TX 20,17320.2k $1.9m $1.9m 1.83% Added +456 +456
83 FOUNDERS FINANCIAL SECURITIES LLC 0.11% of their portfolio TOWSON, MD 20,09520.1k $1.9m $1.9m 0.11% Added +1.6k +1,551
84 THOROUGHBRED FINANCIAL SERVICES, LLC 0.11% of their portfolio BRENTWOOD, TN 18,86818.9k $1.8m $1.8m 0.11% Added +2.5k +2,475
85 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 18,80618.8k $1.8m $1.8m 0.02% Added +6.0k +6,013
86 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 18,64718.6k $1.8m $1.8m 0.04% Added +2.9k +2,898
87 Alchemi Wealth, LLC 0.95% of their portfolio ESSEX, CT 18,12318.1k $1.7m $1.7m 0.95% Added +2.0k +2,010
88 INTEGRITY ALLIANCE, LLC. 0.06% of their portfolio Urbandale, IA 18,00618.0k $1.7m $1.7m 0.06% Reduced -437 -437
89 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 17,82017.8k $1.7m $1.7m 0.07% Reduced -2.9k -2,949
90 Valued Retirements, Inc. 1.63% of their portfolio HOUSTON, TX 17,64917.6k $1.7m $1.7m 1.63% Added +316 +316
91 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,62616.6k $1.6m $1.6m 0.01% Added +15.4k +15,408
92 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 16,40316.4k $1.6m $1.6m 0.04% Reduced -473 -473
93 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 15,11415.1k $1.4m $1.4m 0.03% Reduced -178 -178
94 WealthPoint Financial, LLC 1.18% of their portfolio CRAMERTON, NC 14,87014.9k $1.4m $1.4m 1.18% Added +752 +752
95 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 14,86914.9k $1.4m $1.4m 0.04% Added +97 +97
96 Solano Wealth Investment Advisors LLC 0.66% of their portfolio Fairfield, CA 14,07914.1k $1.3m $1.3m 0.66% Added +674 +674
97 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,94913.9k $1.3m $1.3m 0.02% Added +144 +144
98 Etesian Wealth Advisors, Inc. 0.41% of their portfolio West Linn, OR 13,52313.5k $1.3m $1.3m 0.41% Added +761 +761
99 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,28213.3k $1.3m $1.3m 0.00% New
100 MidAtlantic Capital Management, Inc. 0.82% of their portfolio RICHMOND, VA 12,53612.5k $1.2m $1.2m 0.82% Added +10.0k +9,975