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WisdomTree U.S. LargeCap Fund (EPS) Institutional Ownership

WisdomTree U.S. LargeCap Fund logo
$67.95 -0.58 (-0.85%)
Closing price 10/16/2025 04:10 PM Eastern
Extended Trading
$67.83 -0.12 (-0.18%)
As of 10/16/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$300.68M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$50.11M
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EPS Institutional Buying and Selling by Quarter

WisdomTree U.S. LargeCap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025 Peterson Wealth Advisors LLC2,900$200K0.0%N/A0.016%
10/8/2025 Beacon Financial Group38,866$2.68M0.3%-15.4%0.212%
10/7/2025 Nova Wealth Management Inc.2,797$193K0.1%-22.4%0.015%
9/4/2025Osaic Holdings Inc.25,019$1.60M0.0%+256.6%0.138%
8/29/2025Centaurus Financial Inc.11,563$740K0.0%N/A0.064%
8/18/2025Geneos Wealth Management Inc.640$41K0.0%+60.0%0.004%
8/15/2025Corient Private Wealth LLC7,394$473K0.0%+100.0%0.041%
8/15/2025Bank of America Corp DE213,770$13.68M0.0%-22.2%1.178%
8/14/2025Vista Investment Management82,899$5.31M2.0%+0.9%0.457%
8/14/2025Raymond James Financial Inc.34,195$2.19M0.0%+16.1%0.188%
8/14/2025Betterment LLC52,775$3.38M0.0%+3.2%0.291%
8/14/2025NewEdge Advisors LLC6,690$428K0.0%N/A0.037%
8/13/2025First Trust Advisors LP3,718$238K0.0%N/A0.020%
8/13/2025Kilter Group LLC7,227$463K0.2%+3.5%0.040%
8/13/2025Lido Advisors LLC869,660$55.67M0.2%-3.8%4.792%
8/13/2025Northwestern Mutual Wealth Management Co.109,748$7.03M0.0%+16.4%0.605%
8/13/2025GM Advisory Group LLC17,414$1.12M0.1%-16.6%0.096%
8/13/2025Maia Wealth LLC41,934$2.68M0.5%+94.9%0.231%
8/12/2025Steward Partners Investment Advisory LLC12,514$801K0.0%-2.2%0.069%
8/12/2025Global Retirement Partners LLC21,110$1.35M0.0%N/A0.116%
8/12/2025JPMorgan Chase & Co.138,096$8.84M0.0%+4.6%0.761%
8/12/2025Garrett Wealth Advisory Group LLC792,460$50.73M10.7%+1.8%4.366%
8/8/2025Financial Gravity Companies Inc.277,453$17.76M2.7%N/A1.541%
8/8/2025Avantax Advisory Services Inc.103,286$6.61M0.0%-0.3%0.574%
8/8/2025Cetera Investment Advisers445,451$28.51M0.0%+5.3%2.475%
8/7/2025Verus Capital Partners LLC8,167$523K0.0%+5.2%0.045%
8/6/2025AE Wealth Management LLC428$27K0.0%+2,957.1%0.002%
8/5/2025NewSquare Capital LLC69,955$4.48M0.3%+7.1%0.389%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,020$1.79M0.2%-2.2%0.156%
8/4/2025Integrity Alliance LLC.146,613$9.39M0.5%-73.9%0.815%
8/4/2025Creative Financial Designs Inc. ADV994$64K0.0%-15.4%0.006%
8/4/2025Atria Investments Inc9,209$589K0.0%+29.0%0.051%
8/4/2025Arkadios Wealth Advisors13,678$876K0.0%+2.0%0.076%
8/1/2025Envestnet Asset Management Inc.12,446$797K0.0%-80.0%0.069%
7/31/2025Moloney Securities Asset Management LLC74,018$4.74M0.6%+7.4%0.410%
7/29/2025Systelligence LLC111,186$7.12M1.3%N/A0.618%
7/29/2025Swmg LLC4,476$295K0.1%N/A0.025%
7/29/2025Huntleigh Advisors Inc.6,498$416K0.1%-16.7%0.036%
7/29/2025 AssuredPartners Investment Advisors LLC43,358$2.78M0.7%-2.0%0.241%
7/28/2025WealthPlan Investment Management LLC28,537$1.83M0.1%N/A0.159%
7/28/2025Capital Management Corp VA3,225$206K0.0%-5.8%0.018%
7/28/2025Mutual Advisors LLC4,050$267K0.0%N/A0.023%
7/28/2025Harbour Investments Inc.47,945$3.07M0.1%+13.6%0.266%
7/25/2025MGO One Seven LLC4,728$303K0.0%-20.3%0.026%
7/25/2025Concurrent Investment Advisors LLC37,643$2.41M0.0%-15.9%0.209%
7/23/2025 Secured Retirement Advisors LLC3,759$241K0.1%-24.7%0.021%
7/23/2025REAP Financial Group LLC2,773$177K0.0%-8.0%0.015%
7/23/2025Prime Capital Investment Advisors LLC56,000$3.59M0.0%-4.7%0.311%
7/22/2025 IFS Advisors LLC4,873$312K0.2%-3.8%0.027%
7/22/2025Beacon Financial Advisory LLC20,361$1.30M0.3%-14.3%0.113%
7/22/2025Marietta Wealth Management LLC98,447$6.30M0.8%+2.2%0.547%
7/21/2025 Patriot Financial Group Insurance Agency LLC17,066$1.09M0.1%-9.7%0.095%
7/18/2025Parsons Capital Management Inc. RI9,437$604K0.0%-5.0%0.052%
7/16/2025ORG Partners LLC10,703$686K0.1%-3.2%0.059%
7/14/2025Park Avenue Securities LLC3,722$238K0.0%N/A0.021%
7/10/2025Rockland Trust Co.37,404$2.39M0.1%-2.5%0.208%
7/10/2025Wealth Enhancement Advisory Services LLC24,615$1.60M0.0%+2.4%0.137%
7/10/2025 KMG Fiduciary Partners LLC27,144$1.74M0.1%+5.2%0.151%
7/10/2025 Focus Financial Network Inc.4,788$306K0.0%N/A0.027%
7/8/2025RMR Wealth Builders3,194$204K0.0%N/A0.018%
7/7/2025 Nova Wealth Management Inc.3,605$231K0.2%-26.8%0.020%
5/29/2025Nova Wealth Management Inc.4,923$292K0.3%-33.1%0.028%
5/20/2025Integrity Alliance LLC.562,766$33.36M1.3%+38.2%3.198%
5/19/2025Jane Street Group LLC18,644$1.11M0.0%+267.0%0.106%
5/19/2025Advisory Alpha LLC24,395$1.45M0.0%-2.1%0.139%
5/16/2025Goldman Sachs Group Inc.27,008$1.60M0.0%-18.8%0.153%
5/16/2025Jones Financial Companies Lllp625$39K0.0%-92.7%0.004%
5/16/2025Integrated Wealth Concepts LLC20,819$1.23M0.0%+167.0%0.119%
5/15/2025Royal Bank of Canada26,337$1.56M0.0%+0.7%0.150%
5/15/2025Betterment LLC51,143$3.03M0.0%+4.5%0.291%
5/14/2025Northwestern Mutual Wealth Management Co.94,270$5.59M0.0%+730.6%0.537%
5/14/2025Kestra Advisory Services LLC221,124$13.11M0.1%+8.1%1.260%
5/13/2025Seek First Inc.10,916$647K0.6%N/A0.062%
5/13/2025Kovitz Investment Group Partners LLC139,444$8.27M0.0%-0.5%0.795%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,639$1.70M0.1%N/A0.163%
5/12/2025Maia Wealth LLC21,514$1.22M0.3%+198.0%0.123%
5/12/2025Founders Financial Alliance LLC2,959$175K0.0%+61.3%0.017%
5/12/2025Flagship Wealth Advisors LLC79,626$4.72M2.0%N/A0.454%
5/9/2025Chicago Partners Investment Group LLC26,182$1.54M0.1%+0.7%0.149%
5/9/2025PNC Financial Services Group Inc.3,872$230K0.0%+228.4%0.022%
5/8/2025Harbour Investments Inc.42,214$2.50M0.1%+26.4%0.241%
5/8/2025Arkadios Wealth Advisors13,408$795K0.0%N/A0.076%
5/7/2025LPL Financial LLC1,131,261$67.06M0.0%+4.6%6.446%
5/6/2025Cetera Investment Advisers423,163$25.09M0.0%-0.6%2.411%
5/6/2025Avantax Advisory Services Inc.103,624$6.14M0.0%+13.9%0.590%
5/6/2025Efficient Advisors LLC3,938$233K0.0%N/A0.022%
5/5/2025Private Advisor Group LLC1,074,987$63.73M0.4%+3.9%6.125%
5/1/2025Secured Retirement Advisors LLC4,989$296K0.2%-5.3%0.028%
4/30/2025Cerity Partners LLC4,645$275K0.0%N/A0.026%
4/30/2025Financial Gravity Asset Management Inc.260,707$15.46M3.4%N/A1.486%
4/30/2025Allworth Financial LP1,881$108K0.0%+82.6%0.011%
4/30/2025Moloney Securities Asset Management LLC68,908$4.09M0.6%+2.8%0.393%
4/30/2025Axxcess Wealth Management LLC3,512$208K0.0%N/A0.020%
4/30/2025Garrett Wealth Advisory Group LLC778,583$46.15M10.3%+4.6%4.436%
4/29/2025Envestnet Asset Management Inc.62,204$3.69M0.0%+172.5%0.354%
4/29/2025Concurrent Investment Advisors LLC44,774$2.65M0.1%+580.0%0.255%
4/28/2025Private Trust Co. NA839$50K0.0%N/A0.005%
4/24/2025Bartlett & CO. Wealth Management LLC939$56K0.0%N/A0.005%
4/24/2025Beacon Financial Advisory LLC23,748$1.41M0.4%+141.0%0.135%
4/23/2025Creative Financial Designs Inc. ADV1,175$70K0.0%-34.8%0.007%
(Data available from 1/1/2016 forward)

EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 150 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($138.31M), Private Wealth Strategies L.L.C. ($72.26M), LPL Financial LLC ($67.06M), Private Advisor Group LLC ($63.73M), Lido Advisors LLC ($55.67M), Garrett Wealth Advisory Group LLC ($50.73M), and Essential Planning LLC. ($45.80M).Learn more on WisdomTree U.S. LargeCap Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. LargeCap Fund's stock?

Of the 118 institutional investors that purchased WisdomTree U.S. LargeCap Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.19M), Lido Advisors LLC ($1.24M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($372.26K), Financial Gravity Companies Inc. ($277.45K), and Garrett Wealth Advisory Group LLC ($209.72K).

How much institutional buying is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have bought a total of 4,928,607 shares in the last 24 months. This purchase volume represents approximately $300.68M in transactions.

Which of WisdomTree U.S. LargeCap Fund's major shareholders have been selling company stock?

Of the 50 institutional investors that sold WisdomTree U.S. LargeCap Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrity Alliance LLC. ($416.15K), Envestnet Asset Management Inc. ($76.01K), Bank of America Corp DE ($65.73K), Lido Advisors LLC ($34.21K), Baldwin Wealth Partners LLC MA ($31.67K), Insight Advisors LLC PA ($18.33K), and NewSquare Capital LLC ($18.06K).

How much institutional selling is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have sold a total of 792,903 shares in the last 24 months. This volume of shares sold represents approximately $50.11M in transactions.


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This page (NYSEARCA:EPS) was last updated on 10/17/2025 by MarketBeat.com Staff
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