Who Owns WisdomTree U.S. LargeCap Fund (EPS)?Hedge Fund & Institutional Holders

$68.93-0.35 (-0.51%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1800010100063e+211T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$52.66$57.62$62.58$67.54$72.50Sep 24Jun 25Mar 26

EPS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+434K+$30.7M
WealthPlan Investment Management, LLCNew Position+233K+$16.5M
FLAGSHIP WEALTH ADVISORS, LLCNew Position+197K+$14.0M
WIN ADVISORS, INCNew Position+143K+$10.2M
Focus Partners WealthNew Position+141K+$10.0M
EASTERN BANKNew Position+110K+$7.8M
Pine Valley Investments Ltd Liability CoNew Position+111K+$7.3M
Marietta Wealth Management, LLCNew Position+99K+$7.0M
RETIREMENT FINANCIAL SOLUTIONS, LLCNew Position+82K+$5.8M
TopTier Wealth Management, LLCNew Position+80K+$5.7M
Prime Capital Investment Advisors, LLCNew Position+53K+$3.7M
LOWE BROCKENBROUGH & CO INCNew Position+46K+$3.0M
JONES FINANCIAL COMPANIES LLLPNew Position+47K+$3.0M
ROCKLAND TRUST CONew Position+36K+$2.6M
Concurrent Investment Advisors, LLCNew Position+35K+$2.5M

EPS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FIDUCIARY TRUST CODecreased-221K-$145.8B
MORGAN STANLEYDecreased-13K-$62.9B
Lido Advisors, LLCDecreased-2K-$57.3B
Team Financial Group, LLCDecreased-4K-$31.1B
Systelligence, LLCDecreased-32K-$17.0B
BANK OF AMERICA CORP /DE/Decreased-8K-$15.0B
Kovitz Investment Group Partners, LLCClosed Position-140K-$9.6B
JPMORGAN CHASE & CODecreased-158-$9.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-122K-$8.4B
Creative PlanningDecreased-3K-$6.5B
UBS Group AGDecreased-4K-$6.1B
CITIGROUP INCDecreased-17K-$5.5B
TWO SIGMA INVESTMENTS, LPClosed Position-75K-$5.1B
Per Stirling Capital Management, LLC.Decreased-2K-$5.1B
BEACON FINANCIAL GROUPClosed Position-39K-$2.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIDUCIARY TRUST CO1,668,663$118.0M1.34%Share
2LPL Financial LLC1,432,392$101.0M0.03%Share
3MORGAN STANLEY897,450$63.0M0.00%Share
4Garrett Wealth Advisory Group, LLC823,228$58.3M11.02%Share
5Lido Advisors, LLC830,502$57.0M0.17%Share
6Private Advisor Group, LLC658,714$46.0M0.22%Share
7Cetera Investment Advisers611,471$43.0M0.05%Share
8Team Financial Group, LLC447,544$31.7M14.39%Share
9CWM, LLC433,715$30.7M0.08%Share
10Financial Gravity Asset Management, Inc.276,068$19.6M3.77%Share
11IEQ CAPITAL, LLC265,154$18.0M0.05%Share
12INTEGRITY ALLIANCE, LLC.252,271$17.9M0.65%Share
13Kestra Advisory Services, LLC247,480$17.0M0.07%Share
14WealthPlan Investment Management, LLC233,293$16.5M1.05%Share
15FIDUCIARY TRUST CO227,756$16.0M0.18%Share
16Systelligence, LLC214,877$15.2M2.90%Share
17FLAGSHIP WEALTH ADVISORS, LLC196,919$14.0M4.06%Share
18WIN ADVISORS, INC143,424$10.2M4.31%Share
19Focus Partners Wealth141,348$10.0M0.01%Share
20JPMORGAN CHASE & CO127,867$9.0M0.00%Share
21EASTERN BANK110,134$7.8M0.13%Share
22BANK OF AMERICA CORP /DE/108,904$7.0M0.00%Share
23Marietta Wealth Management, LLC98,776$7.0M0.81%Share
24VISTA INVESTMENT MANAGEMENT86,706$6.1M2.03%Share
25UBS Group AG84,831$6.0M0.00%Share
26Creative Planning90,353$6.0M0.00%Share
27BANK OF AMERICA CORP /DE/94,056$6.0M0.00%Share
28RETIREMENT FINANCIAL SOLUTIONS, LLC81,652$5.8M1.69%Share
29TopTier Wealth Management, LLC80,200$5.7M3.86%Share
30NewSquare Capital LLC76,551$5.4M0.48%Share
31Per Stirling Capital Management, LLC.71,654$5.1M0.57%Share
32Maia Wealth LLC71,410$5.1M0.86%Share
33SUSQUEHANNA INTERNATIONAL GROUP, LLP83,782$5.0M0.00%Share
34HARBOUR INVESTMENTS, INC.60,964$4.3M0.09%Share
35AMERIPRISE FINANCIAL INC59,873$4.0M0.00%Share
36WELLS FARGO & COMPANY/MN66,910$4.0M0.00%Share
37GOLDMAN SACHS GROUP INC63,166$4.0M0.00%Share
38CITIGROUP INC62,862$4.0M0.00%Share
39Prime Capital Investment Advisors, LLC52,877$3.7M0.05%Share
40Betterment LLC48,226$3.4M0.01%Share
41AssuredPartners Investment Advisors, LLC43,267$3.1M0.46%Share
42JONES FINANCIAL COMPANIES LLLP47,031$3.0M0.00%Share
43LOWE BROCKENBROUGH & CO INC46,252$3.0M0.15%Share
44OSAIC HOLDINGS, INC.47,506$3.0M0.00%Share
45ROCKLAND TRUST CO36,230$2.6M0.10%Share
46Concurrent Investment Advisors, LLC35,296$2.5M0.03%Share
47Modera Wealth Management, LLC35,094$2.5M0.03%Share
48WealthPoint Financial, LLC34,691$2.5M2.14%Share
49JANE STREET GROUP, LLC31,102$2.0M0.00%Share
50Pine Valley Investments Ltd Liability Co27,967$2.0M0.09%Share

EPS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025158$896.2M+58
Q3 2025100$760.9B-32
Q2 2025132$633.7B-11
Q1 2025143$740.8B+17
Q4 2024126$11.8T+33
Q3 202493$325.8T+3
Q2 202490$274.9T+4
Q1 202486$204.9T—

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As of Q4 2025, 50 institutional investors hold EPS (WisdomTree U.S. LargeCap Fund). The largest holder is FIDUCIARY TRUST CO with $118.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EPS?

As of Q4 2025, 50 institutional investors report holding EPS (WisdomTree U.S. LargeCap Fund) in their 13F filings.

Who is the largest institutional holder of EPS?

The largest institutional holder of EPS is FIDUCIARY TRUST CO with $118.0M in shares.

Is institutional ownership of EPS increasing or decreasing?

This quarter, 15 institutions opened new positions in EPS and 3 closed their positions.