Who Owns EPS?
WisdomTree U.S. LargeCap Fund — Institutional Ownership & 13F Holdings
$74.37
-0.34 (-0.46%)
Market Cap
$1.4B
Shares Outstanding
18,210,177
Institutional Holders
141
Total Inst. Value
$507.4M
% of Float Held
—
QoQ Holder Change
+55
Institutional data as of Q1 2025
New Positions
31
Closed Positions
16
Increased
42
Decreased
35
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIDUCIARY TRUST CO | $143.2M | 2,414,935 |
| 2 | Private Advisor Group, LLC | $63.7M | 1,074,987 |
| 3 | MORGAN STANLEY | $58.5M | 986,458 |
| 4 | Garrett Wealth Advisory Group, LLC | $46.2M | 778,583 |
| 5 | Team Financial Group, LLCNew | $25.3M | 426,437 |
| 6 | Cetera Investment Advisers | $25.1M | 423,163 |
| 7 | BANK OF AMERICA CORP /DE/ | $16.3M | 274,823 |
| 8 | Financial Gravity Asset Management, Inc.New | $15.5M | 260,707 |
| 9 | JPMORGAN CHASE & CO | $7.8M | 132,007 |
| 10 | UBS Group AG | $6.8M | 113,978 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FIDUCIARY TRUST CO | +154K | $143.2M |
| Private Advisor Group, LLC | +41K | $63.7M |
| MORGAN STANLEY | +13K | $58.5M |
| Garrett Wealth Advisory Group, LLC | +34K | $46.2M |
| Team Financial Group, LLCNew | +426K | $25.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Lido Advisors, LLC | -341K | $54K |
| Atria Investments, Inc | -18K | $423K |
| OSAIC HOLDINGS, INC. | -9K | $416K |
| Insight Advisors, LLC/ PA | -9K | $424K |
| JONES FINANCIAL COMPANIES LLLP | -8K | $39K |
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Frequently Asked Questions
How many institutional investors hold EPS?
As of Q1 2025, 141 institutional investors report holding EPS (WisdomTree U.S. LargeCap Fund) in their 13F filings.
Which hedge fund owns the most EPS?
The largest institutional holder of EPS is FIDUCIARY TRUST CO with $143.2M in shares.
Are institutions buying or selling EPS?
This quarter, 31 institutions opened new positions in EPS and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.