What if you'd held WTV?
A $1,000 investment in WisdomTree U.S. Value Fund (WTV) at the month-end close of 2007-02 would be worth $6,352 at the close of 2026-09 — +535.2% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $7,950.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.
Every year, $1,000 from 2007
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2007 | $1,000 | — |
| 2008 | $586 | -41.4% |
| 2009 | $759 | +29.5% |
| 2010 | $867 | +14.3% |
| 2011 | $911 | +5.1% |
| 2012 | $1,014 | +11.2% |
| 2013 | $1,325 | +30.8% |
| 2014 | $1,517 | +14.5% |
| 2015 | $1,507 | -0.7% |
| 2016 | $1,622 | +7.6% |
| 2017 | $2,007 | +23.8% |
| 2018 | $1,841 | -8.3% |
| 2019 | $2,387 | +29.7% |
| 2020 | $2,534 | +6.2% |
| 2021 | $3,309 | +30.6% |
| 2022 | $3,043 | -8.1% |
| 2023 | $3,723 | +22.4% |
| 2024 | $4,616 | +24.0% |
| 2025 | $5,239 | +13.5% |
| 2026 | $6,200 | +18.4% |
Best and worst month-end to buy
The best single month-end close to have bought WTV was 2009-02 ($8.31): $1,000 then is $13,140 today. The worst was 2026-09 ($109): $1,000 then is $1,000.
FAQ
What would $1,000 in WTV be worth today?
A $1,000 investment in WisdomTree U.S. Value Fund (WTV) at the start of 2007 would be worth about $6,352 today, a total return of +535.2%. Dividends are reinvested in these figures.
What were the best and worst years for WTV?
WisdomTree U.S. Value Fund (WTV)'s strongest calendar year since 2007 was 2013, a +30.8% return — $1,000 held through that year became about $1,308 by year-end. Its weakest year was 2008, at -41.4%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in WTV have grown?
Investing $100 at the end of every month since 2007-02 would have grown to about $101,195 on $23,600 invested.
Did WTV beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $7,950. WTV trailed the S&P 500 by +20.1% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
WisdomTree U.S. Value Fund (WTV) historical total-return data from 2007-02 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.