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

WisdomTree U.S. LargeCap Fund logo
$66.04 +0.22 (+0.33%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$66.33 +0.29 (+0.44%)
As of 07/25/2025 07:51 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)
84
Total
Institutional Inflows
(last 12 months)
$273.71M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$17.35M
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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
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%
7/23/2025 REAP Financial Group LLC2,773$177K0.0%-8.0%0.015%
7/23/2025 Prime 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%
7/22/2025 Beacon Financial Advisory LLC20,361$1.30M0.3%-14.3%0.113%
7/22/2025 Marietta 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%
7/18/2025 Parsons Capital Management Inc. RI9,437$604K0.0%-5.0%0.052%
7/16/2025 ORG Partners LLC10,703$686K0.1%-3.2%0.059%
7/14/2025 Park Avenue Securities LLC3,722$238K0.0%N/A0.021%
7/10/2025 Rockland Trust Co.37,404$2.39M0.1%-2.5%0.208%
7/10/2025 Wealth 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%
7/8/2025 RMR Wealth Builders3,194$204K0.0%N/A0.018%
7/7/2025 Nova Wealth Management Inc.3,605$231K0.2%-26.8%0.020%
5/29/2025 Nova 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%
5/13/2025 Seek 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%
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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%
5/1/2025 Secured 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%
4/24/2025 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%
4/23/2025Creative Financial Designs Inc. ADV1,175$70K0.0%-34.8%0.007%
4/23/2025AssuredPartners Investment Advisors LLC44,247$2.62M0.5%-0.5%0.252%
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%
4/11/2025Insight 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%
4/8/2025Advisory 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%
3/6/2025Kilter 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%
2/18/2025Western Wealth Management LLC65,357$4.00M1.2%-6.8%0.420%
2/17/2025Two Sigma Investments LP33,800$2.07M0.0%N/A0.217%
2/17/2025Fiduciary Trust Co2,260,703$138.31M1.8%+5.9%14.538%
2/17/2025CoreCap Advisors LLC5,085$311K0.0%-23.2%0.033%
2/17/2025Cetera Investment Advisers425,793$26.05M0.1%-0.6%2.738%
2/17/2025Bank of America Corp DE196,876$12.05M0.0%-2.3%1.266%
2/17/2025Ameriprise Financial Inc.9,360$573K0.0%-5.8%0.060%
2/14/2025Jane Street Group LLC5,080$311K0.0%N/A0.033%
2/14/2025Lido Advisors LLC1,244,477$76.14M0.3%N/A8.003%
2/14/2025Betterment LLC48,923$2.99M0.0%-8.8%0.315%
2/14/2025Integrated Wealth Concepts LLC7,797$477K0.0%+44.4%0.050%
2/14/2025MGO One Seven LLC5,932$363K0.0%-2.6%0.038%
2/14/2025Tower Research Capital LLC TRC 40,779$2.50M0.0%N/A0.262%
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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%
2/13/2025Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/13/2025Advisory Services Network LLC3,679$225K0.0%N/A0.024%
2/13/2025Envestnet Asset Management Inc.22,831$1.40M0.0%-53.5%0.147%
2/13/2025Perennial Investment Advisors LLC12,498$765K0.1%N/A0.080%
2/13/2025Wells Fargo & Company MN81,717$5.00M0.0%+2.8%0.526%
2/12/2025AssuredPartners Investment Advisors LLC44,460$2.72M0.5%N/A0.286%
2/12/2025JPMorgan Chase & Co.131,066$8.02M0.0%+3.4%0.843%
2/11/2025LPL Financial LLC1,081,053$66.14M0.0%+0.7%6.952%
(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, 142 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 WisdomTree U.S. LargeCap Fund's institutional investors.

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

Of the 109 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. ($3.20M), 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 4,528,887 shares in the last 24 months. This purchase volume represents approximately $273.71M in transactions.

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

Of the 47 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: Advisory Alpha LLC ($59.85K), Baldwin Wealth Partners LLC MA ($31.67K), Envestnet Asset Management Inc. ($29.03K), Insight Advisors LLC PA ($18.33K), NewSquare Capital LLC ($18.06K), Private Advisor Group LLC ($17.86K), and Rockland Trust Co. ($9.25K).

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

Institutional investors have sold a total of 289,444 shares in the last 24 months. This volume of shares sold represents approximately $17.35M in transactions.


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This page (NYSEARCA:EPS) was last updated on 7/26/2025 by MarketBeat.com Staff
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