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

WisdomTree U.S. LargeCap Fund logo
$62.46 -0.32 (-0.50%)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$274.00M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$17.42M
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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
5/29/2025 Nova Wealth Management Inc.4,923$292K0.3%-33.1%0.028%
5/20/2025 Integrity Alliance LLC.562,766$33.36M1.3%+38.2%3.198%
5/19/2025 Jane Street Group LLC18,644$1.11M0.0%+267.0%0.106%
5/19/2025 Advisory Alpha LLC24,395$1.45M0.0%-2.1%0.139%
5/16/2025 Goldman Sachs Group Inc.27,008$1.60M0.0%-18.8%0.154%
5/16/2025 Jones Financial Companies Lllp625$39K0.0%-92.7%0.004%
5/16/2025 Integrated Wealth Concepts LLC20,819$1.23M0.0%+167.0%0.119%
5/15/2025 Royal Bank of Canada26,337$1.56M0.0%+0.7%0.150%
5/15/2025 Betterment LLC51,143$3.03M0.0%+4.5%0.291%
5/14/2025 Northwestern Mutual Wealth Management Co.94,270$5.59M0.0%+730.6%0.537%
5/14/2025 Kestra Advisory Services LLC221,124$13.11M0.1%+8.1%1.260%
5/13/2025 Seek First Inc.10,916$647K0.6%N/A0.062%
5/13/2025 Kovitz Investment Group Partners LLC139,444$8.27M0.0%-0.5%0.795%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,639$1.70M0.1%N/A0.163%
5/12/2025 Maia Wealth LLC21,514$1.22M0.3%+198.0%0.123%
5/12/2025 Founders Financial Alliance LLC2,959$175K0.0%+61.3%0.017%
5/12/2025 Flagship Wealth Advisors LLC79,626$4.72M2.0%N/A0.454%
5/9/2025 Chicago Partners Investment Group LLC26,182$1.54M0.1%+0.7%0.149%
5/9/2025 PNC Financial Services Group Inc.3,872$230K0.0%+228.4%0.022%
5/8/2025 Harbour Investments Inc.42,214$2.50M0.1%+26.4%0.241%
5/8/2025 Arkadios Wealth Advisors13,408$795K0.0%N/A0.076%
5/7/2025 LPL Financial LLC1,131,261$67.06M0.0%+4.6%6.446%
5/6/2025 Cetera Investment Advisers423,163$25.09M0.0%-0.6%2.411%
5/6/2025 Avantax Advisory Services Inc.103,624$6.14M0.0%+13.9%0.590%
5/6/2025 Efficient Advisors LLC3,938$233K0.0%N/A0.022%
5/5/2025 Private Advisor Group LLC1,074,987$63.73M0.4%+3.9%6.125%
5/1/2025 Secured Retirement Advisors LLC4,989$296K0.2%-5.3%0.028%
4/30/2025 Cerity Partners LLC4,645$275K0.0%N/A0.026%
4/30/2025 Financial Gravity Asset Management Inc.260,707$15.46M3.4%N/A1.486%
4/30/2025 Allworth Financial LP1,881$108K0.0%+82.6%0.011%
4/30/2025 Moloney Securities Asset Management LLC68,908$4.09M0.6%+2.8%0.393%
4/30/2025 Axxcess Wealth Management LLC3,512$208K0.0%N/A0.020%
4/30/2025 Garrett Wealth Advisory Group LLC778,583$46.15M10.3%+4.6%4.436%
4/29/2025 Envestnet Asset Management Inc.62,204$3.69M0.0%+172.5%0.354%
4/29/2025 Concurrent Investment Advisors LLC44,774$2.65M0.1%+580.0%0.255%
4/28/2025 Private Trust Co. NA839$50K0.0%N/A0.005%
4/24/2025 Bartlett & CO. Wealth Management LLC939$56K0.0%N/A0.005%
4/24/2025 Beacon Financial Advisory LLC23,748$1.41M0.4%+141.0%0.135%
4/23/2025 Creative Financial Designs Inc. ADV1,175$70K0.0%-34.8%0.007%
4/23/2025 AssuredPartners Investment Advisors LLC44,247$2.62M0.5%-0.5%0.252%
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4/23/2025 Team Financial Group LLC426,437$25.28M14.6%-1.6%2.430%
4/22/2025 Marietta Wealth Management LLC96,322$5.71M0.8%+5.5%0.549%
4/21/2025 ORG Partners LLC11,062$657K0.2%+202.6%0.063%
4/16/2025 Bar Harbor Wealth Management5,721$339K0.0%-11.0%0.033%
4/16/2025 Rockland Trust Co.38,381$2.28M0.1%-9.1%0.219%
4/15/2025 Parsons Capital Management Inc. RI9,932$589K0.0%-1.9%0.057%
4/15/2025 Simplicity Wealth LLC4,204$249K0.0%N/A0.024%
4/14/2025 KMG Fiduciary Partners LLC25,795$1.53M0.1%+0.7%0.147%
4/14/2025 Patriot Financial Group Insurance Agency LLC18,898$1.12M0.2%-17.5%0.108%
4/11/2025 Insight Advisors LLC PA7,157$424K0.1%-56.0%0.041%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.478$28K0.0%N/A0.003%
4/10/2025 Beacon Financial Group45,993$2.73M0.3%-6.4%0.262%
4/10/2025 CGN Advisors LLC4,342$257K0.0%-33.4%0.025%
4/9/2025 NBC Securities Inc.7,412$439K0.0%+246,966.7%0.042%
4/8/2025 Advisory Alpha LLC24,395$1.45M0.1%-2.1%0.139%
3/17/2025 Wealth Enhancement Advisory Services LLC24,198$1.48M0.0%-2.5%0.141%
3/6/2025 Kilter Group LLC6,984$427K0.3%N/A0.041%
2/27/2025 REAP Financial Group LLC4,181$256K0.1%-24.0%0.027%
2/25/2025 Armis Advisers LLC4,181$256K0.0%N/A0.027%
2/18/2025 Western Wealth Management LLC65,357$4.00M1.2%-6.8%0.420%
2/17/2025 Two Sigma Investments LP33,800$2.07M0.0%N/A0.217%
2/17/2025 Fiduciary Trust Co2,260,703$138.31M1.8%+5.9%14.538%
2/17/2025 CoreCap Advisors LLC5,085$311K0.0%-23.2%0.033%
2/17/2025 Cetera Investment Advisers425,793$26.05M0.1%-0.6%2.738%
2/17/2025 Bank of America Corp DE196,876$12.05M0.0%-2.3%1.266%
2/17/2025 Ameriprise Financial Inc.9,360$573K0.0%-5.8%0.060%
2/14/2025 Jane Street Group LLC5,080$311K0.0%N/A0.033%
2/14/2025 Lido Advisors LLC1,244,477$76.14M0.3%N/A8.003%
2/14/2025 Betterment LLC48,923$2.99M0.0%-8.8%0.315%
2/14/2025 Integrated Wealth Concepts LLC7,797$477K0.0%+44.4%0.050%
2/14/2025 MGO One Seven LLC5,932$363K0.0%-2.6%0.038%
2/14/2025 Tower Research Capital LLC TRC 40,779$2.50M0.0%N/A0.262%
2/13/2025Stenger Family Office LLC186,307$11.40M3.9%N/A1.198%
2/13/2025 Defined Financial Planning LLC17,220$1.05M1.1%N/A0.111%
2/13/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/13/2025 Advisory Services Network LLC3,679$225K0.0%N/A0.024%
2/13/2025 Envestnet Asset Management Inc.22,831$1.40M0.0%-53.5%0.147%
2/13/2025 Perennial Investment Advisors LLC12,498$765K0.1%N/A0.080%
2/13/2025 Wells Fargo & Company MN81,717$5.00M0.0%+2.8%0.526%
2/12/2025 AssuredPartners Investment Advisors LLC44,460$2.72M0.5%N/A0.286%
2/12/2025 JPMorgan Chase & Co.131,066$8.02M0.0%+3.4%0.843%
2/11/2025 LPL Financial LLC1,081,053$66.14M0.0%+0.7%6.952%
2/10/2025 Creative Financial Designs Inc. ADV1,801$110K0.0%-12.4%0.012%
2/10/2025 Harbour Investments Inc.33,401$2.04M0.1%+16.7%0.215%
2/10/2025 Corient Private Wealth LLC3,697$226K0.0%-17.8%0.024%
2/10/2025 Envestnet Portfolio Solutions Inc.4,471$274K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC7,998$489K0.0%+18.5%0.051%
2/10/2025 Avantax Advisory Services Inc.90,947$5.56M0.0%+1.0%0.585%
2/10/2025 Essential Planning LLC.741,411$45.80M0.3%+6,103.2%4.768%
2/7/2025 Founders Financial Alliance LLC1,835$112K0.0%N/A0.012%
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2/7/2025 Independent Advisor Alliance5,034$308K0.0%N/A0.032%
2/7/2025 Capital Management Corp VA3,425$210K0.0%-6.3%0.022%
2/7/2025 Jackson Creek Investment Advisors LLC8,825$540K0.2%+21.3%0.057%
2/6/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/6/2025 Atria Investments Inc25,167$1.54M0.0%+187.7%0.162%
2/6/2025 NewSquare Capital LLC65,153$3.99M0.3%-21.7%0.419%
2/6/2025 Garrett Wealth Advisory Group LLC744,234$45.53M10.4%+8.5%4.786%
2/6/2025 Jones Financial Companies Lllp8,559$524K0.0%+17.0%0.055%
2/5/2025 Maia Wealth LLC7,220$457K0.1%N/A0.046%
2/5/2025 Parkside Financial Bank & Trust8,816$539K0.1%N/A0.057%
(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, 140 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($138.31M), Lido Advisors LLC ($76.14M), Private Wealth Strategies L.L.C. ($72.26M), LPL Financial LLC ($67.06M), Private Advisor Group LLC ($63.73M), Garrett Wealth Advisory Group LLC ($46.15M), and Essential Planning LLC. ($45.80M).Learn more on EPS's institutional investors.

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

Of the 108 institutional investors that purchased WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.20M), Lido Advisors LLC ($1.24M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($349.97K), Private Advisor Group LLC ($200.78K), and Garrett Wealth Advisory Group LLC ($199.84K).

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

Institutional investors have bought a total of 8,589,572 shares in the last 24 months. This purchase volume represents approximately $466.41M in transactions.

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

Of the 67 institutional investors that sold WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($2.79M), Advisory Alpha LLC ($71.71K), Insight Advisors LLC PA ($60.27K), Private Advisor Group LLC ($40.33K), NewSquare Capital LLC ($33.17K), Baldwin Wealth Partners LLC MA ($31.67K), and Envestnet Asset Management Inc. ($30.07K).

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

Institutional investors have sold a total of 3,319,775 shares in the last 24 months. This volume of shares sold represents approximately $184.03M in transactions.


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This page (NYSEARCA:EPS) was last updated on 6/13/2025 by MarketBeat.com Staff
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