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

WisdomTree U.S. LargeCap Fund logo
$64.94 +0.51 (+0.79%)
As of 07/3/2025 05:00 PM Eastern
Compare

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)
43
Total
Institutional Outflows
(last 12 months)
$17.39M
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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
5/29/2025Nova 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%
4/23/2025AssuredPartners Investment Advisors LLC44,247$2.62M0.5%-0.5%0.252%
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4/23/2025Team Financial Group LLC426,437$25.28M14.6%-1.6%2.430%
4/22/2025Marietta Wealth Management LLC96,322$5.71M0.8%+5.5%0.549%
4/21/2025ORG Partners LLC11,062$657K0.2%+202.6%0.063%
4/16/2025Bar Harbor Wealth Management5,721$339K0.0%-11.0%0.033%
4/16/2025Rockland Trust Co.38,381$2.28M0.1%-9.1%0.219%
4/15/2025Parsons Capital Management Inc. RI9,932$589K0.0%-1.9%0.057%
4/15/2025Simplicity Wealth LLC4,204$249K0.0%N/A0.024%
4/14/2025KMG Fiduciary Partners LLC25,795$1.53M0.1%+0.7%0.147%
4/14/2025Patriot 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%
4/10/2025Thurston Springer Miller Herd & Titak Inc.478$28K0.0%N/A0.003%
4/10/2025Beacon Financial Group45,993$2.73M0.3%-6.4%0.262%
4/10/2025CGN Advisors LLC4,342$257K0.0%-33.4%0.025%
4/9/2025NBC Securities Inc.7,412$439K0.0%+246,966.7%0.042%
4/8/2025Advisory Alpha LLC24,395$1.45M0.1%-2.1%0.139%
3/17/2025Wealth Enhancement Advisory Services LLC24,198$1.48M0.0%-2.5%0.141%
3/6/2025Kilter Group LLC6,984$427K0.3%N/A0.041%
2/27/2025REAP Financial Group LLC4,181$256K0.1%-24.0%0.027%
2/25/2025Armis 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%
2/13/2025Stenger Family Office LLC186,307$11.40M3.9%N/A1.198%
2/13/2025Defined 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%
2/10/2025Creative Financial Designs Inc. ADV1,801$110K0.0%-12.4%0.012%
2/10/2025Harbour Investments Inc.33,401$2.04M0.1%+16.7%0.215%
2/10/2025Corient Private Wealth LLC3,697$226K0.0%-17.8%0.024%
2/10/2025Envestnet Portfolio Solutions Inc.4,471$274K0.0%N/A0.029%
2/10/2025Commonwealth Equity Services LLC7,998$489K0.0%+18.5%0.051%
2/10/2025Avantax Advisory Services Inc.90,947$5.56M0.0%+1.0%0.585%
2/10/2025Essential Planning LLC.741,411$45.80M0.3%+6,103.2%4.768%
2/7/2025Founders Financial Alliance LLC1,835$112K0.0%N/A0.012%
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2/7/2025Independent Advisor Alliance5,034$308K0.0%N/A0.032%
2/7/2025Capital Management Corp VA3,425$210K0.0%-6.3%0.022%
2/7/2025Jackson Creek Investment Advisors LLC8,825$540K0.2%+21.3%0.057%
2/6/2025Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/6/2025Atria Investments Inc25,167$1.54M0.0%+187.7%0.162%
2/6/2025NewSquare Capital LLC65,153$3.99M0.3%-21.7%0.419%
2/6/2025Garrett Wealth Advisory Group LLC744,234$45.53M10.4%+8.5%4.786%
2/6/2025Jones Financial Companies Lllp8,559$524K0.0%+17.0%0.055%
2/5/2025Maia Wealth LLC7,220$457K0.1%N/A0.046%
2/5/2025Parkside 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 WisdomTree U.S. LargeCap Fund's institutional investors.

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

Of the 108 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 4,536,005 shares in the last 24 months. This purchase volume represents approximately $274.00M in transactions.

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

Of the 43 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), Insight Advisors LLC PA ($35.41K), Baldwin Wealth Partners LLC MA ($31.67K), Envestnet Asset Management Inc. ($29.03K), NewSquare Capital LLC ($18.06K), Private Advisor Group LLC ($17.86K), and Rockland Trust Co. ($9.71K).

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

Institutional investors have sold a total of 292,764 shares in the last 24 months. This volume of shares sold represents approximately $17.39M in transactions.


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This page (NYSEARCA:EPS) was last updated on 7/6/2025 by MarketBeat.com Staff
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