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

WisdomTree U.S. LargeCap Fund logo
$59.30 +0.92 (+1.58%)
As of 02:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$266.78M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$173.14M
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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
5/1/2025Secured 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%
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%
3/6/2025Kilter 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%
2/18/2025 Western 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%
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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%
2/13/2025 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%
2/13/2025 Envestnet 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%
2/12/2025 AssuredPartners 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%
2/10/2025 Creative 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%
2/10/2025 Envestnet 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%
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%
2/6/2025 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%
2/6/2025Jones 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%
2/4/2025Pine Valley Investments Ltd Liability Co18,107$1.11M0.1%-1.5%0.116%
2/3/2025 Concurrent Investment Advisors LLC6,584$403K0.0%N/A0.042%
2/3/2025Private Advisor Group LLC1,034,393$63.28M0.4%+1.8%6.652%
1/31/2025Global Retirement Partners LLC17,670$1.08M0.0%-8.7%0.114%
1/30/2025Secured Retirement Advisors LLC5,269$322K0.2%-10.6%0.034%
1/30/2025 Allworth Financial LP1,030$65K0.0%+167.5%0.007%
1/30/2025 Walkner Condon Financial Advisors LLC4,385$268K0.1%-20.7%0.028%
1/29/2025 Beacon Financial Group49,133$3.01M0.3%-4.8%0.316%
1/29/2025Portfolio Design Labs LLC5,247$321K0.1%N/A0.034%
1/29/2025 Stonebridge Financial Group LLC750$46K0.0%N/A0.005%
1/28/2025 Moloney Securities Asset Management LLC67,041$4.10M0.6%+5.1%0.431%
1/28/2025Advisors Preferred LLC5,704$349K0.1%N/A0.037%
1/27/2025 Beacon Financial Advisory LLC9,854$603K0.2%+42.3%0.063%
1/27/2025 Insight Advisors LLC PA16,252$997K0.2%-36.2%0.105%
1/24/2025 Alterna Wealth Management Inc.5,058$309K0.3%N/A0.033%
1/24/2025 Marietta Wealth Management LLC91,264$5.58M0.8%+0.9%0.587%
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1/22/2025 Patriot Financial Group Insurance Agency LLC22,902$1.40M0.2%-4.9%0.147%
1/22/2025 Baldwin Wealth Partners LLC MA4,261$261K0.0%-88.1%0.027%
1/22/2025 Parsons Capital Management Inc. RI10,120$619K0.0%-2.8%0.065%
1/21/2025 Cornerstone Wealth Management LLC8,483$519K0.0%-1.9%0.055%
1/21/2025 Team Financial Group LLC433,257$26.51M15.8%+1.1%2.786%
1/17/2025 Advisory Alpha LLC24,912$1.52M0.1%-8.6%0.160%
1/15/2025 KMG Fiduciary Partners LLC25,608$1.57M0.1%+1.0%0.165%
1/14/2025 Park Avenue Securities LLC6,036$369K0.0%+46.9%0.039%
1/14/2025 Rockland Trust Co.42,246$2.59M0.1%-1.2%0.272%
1/13/2025 Bar Harbor Wealth Management6,430$393K0.0%-8.0%0.041%
(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, 133 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 ($66.14M), Private Advisor Group LLC ($63.28M), 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 105 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. ($3.27M), Lido Advisors LLC ($1.24M), Private Advisor Group LLC ($1.07M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($349.97K), and LPL Financial LLC ($331.86K).

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

Institutional investors have bought a total of 9,559,098 shares in the last 24 months. This purchase volume represents approximately $500.23M in transactions.

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

Of the 64 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 ($71.19K), Insight Advisors LLC PA ($60.27K), Relative Value Partners Group LLC ($58.35K), Private Advisor Group LLC ($40.33K), NewSquare Capital LLC ($33.17K), and Baldwin Wealth Partners LLC MA ($31.67K).

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

Institutional investors have sold a total of 3,366,806 shares in the last 24 months. This volume of shares sold represents approximately $185.77M in transactions.


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This page (NYSEARCA:EPS) was last updated on 5/2/2025 by MarketBeat.com Staff
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