As of the latest SEC filings, WISDOMTREE U.S. VALUE FUND (WTV) is held by 11 institutional funds. The largest fund shareholder is Ladenburg Growth Fund (LGWCX), holding an estimated $12,251,241.44 in market value, representing 9.13% of its portfolio.
Funds holding WISDOMTREE U.S. VALUE FUND (WTV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LGWCX
Ladenburg Growth Fund
|
MF | Independent / Boutique | 9.13% | $12,251,241.44 | 129,328 | Mar 31, 2026 | May 28, 2026 |
|
LOWAX
Ladenburg Growth & Income Fund
|
MF | Independent / Boutique | 5.24% | $9,379,122.57 | 99,009 | Mar 31, 2026 | May 28, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 3.84% | $8,982,203.87 | 94,819 | Mar 31, 2026 | May 26, 2026 |
|
LAWCX
Ladenburg Aggressive Growth Fund
|
MF | Independent / Boutique | 11.23% | $7,407,507.08 | 78,196 | Mar 31, 2026 | May 28, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 2.88% | $7,242,487.42 | 76,454 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 2.53% | $3,660,651.39 | 38,643 | Mar 31, 2026 | May 26, 2026 |
|
LNOAX
Ladenburg Income & Growth Fund
|
MF | Independent / Boutique | 4.02% | $2,332,915.71 | 24,627 | Mar 31, 2026 | May 28, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.59% | $514,289.17 | 5,429 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 1.05% | $505,574.01 | 5,337 | Mar 31, 2026 | May 26, 2026 |
|
LNCAX
Ladenburg Income Fund
|
MF | Independent / Boutique | 2.08% | $195,427.99 | 2,063 | Mar 31, 2026 | May 28, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.42% | $90,846.07 | 959 | Mar 31, 2026 | May 26, 2026 |
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