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

WisdomTree U.S. LargeCap Fund logo
$77.46 +0.12 (+0.16%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$77.44 -0.02 (-0.03%)
As of 07/24/2026 07:34 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 Massive. 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)
90
Total
Institutional Inflows
(last 12 months)
$208.59M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$105.04M
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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
7/1/2026 Eastern Bank117,104$9.11M0.1%+6.3%0.594%
6/26/2026WealthPoint Financial LLC37,406$2.55M2.0%+7.8%0.190%
6/18/2026Western Wealth Management LLC6,477$441K0.0%N/A0.033%
6/8/2026Pine Valley Investments Ltd Liability Co28,628$1.95M0.1%+2.4%0.145%
6/3/2026NewEdge Advisors LLC5,054$344K0.0%-22.7%0.026%
6/1/2026Flagship Wealth Advisors LLC76,861$4.92M2.0%-61.0%0.390%
5/22/2026Verus Capital Partners LLC8,812$600K0.0%+1.9%0.045%
5/19/2026Western Wealth Management LLC6,477$441K0.0%N/A0.033%
5/19/2026NewEdge Advisors LLC5,054$344K0.0%-22.7%0.026%
5/19/2026Bank of America Corp DE191,360$13.03M0.0%-8.4%0.971%
5/19/2026Centaurus Financial Inc.12,051$821K0.0%-1.5%0.061%
5/19/2026Ashton Thomas Securities LLC4,380$298K0.0%N/A0.022%
5/19/2026Arkadios Wealth Advisors12,037$820K0.0%-11.4%0.061%
5/18/2026Royal Bank of Canada26,128$1.78M0.0%+0.8%0.133%
5/14/2026Towle & Co.38,806$2.64M1.0%N/A0.197%
5/14/2026Lido Advisors LLC798,789$54.41M0.2%-3.8%4.055%
5/13/2026Cetera Investment Advisers660,022$44.95M0.0%+7.9%3.350%
5/13/2026First Trust Advisors LP5,598$381K0.0%-8.0%0.028%
5/8/2026PNC Financial Services Group Inc.3,872$264K0.0%-4.5%0.020%
5/6/2026Modera Wealth Management LLC34,935$2.38M0.0%-0.5%0.177%
5/6/2026Bessemer Group Inc.365$25K0.0%N/A0.002%
5/5/2026Quartz Partners LLC9,245$630K0.2%-9.3%0.047%
5/5/2026Luts & Greenleigh Group Inc.3,460$236K0.2%N/A0.018%
5/5/2026Advisors Preferred LLC623$42K0.0%-17.8%0.003%
5/4/2026Chicago Partners Investment Group LLC25,209$1.87M0.0%-3.3%0.128%
5/4/2026 Team Financial Group LLC450,773$30.70M13.9%+0.7%2.288%
5/4/2026Uptick Partners LLC15,124$1.03M0.2%+57.1%0.077%
5/1/2026Fifth Third Bancorp1,011$69K0.0%N/A0.005%
4/30/2026 Beacon Financial Group37,958$2.59M0.3%-1.5%0.193%
4/30/2026Mosaic Family Wealth Partners LLC3,485$237K0.0%N/A0.018%
4/30/2026Kestra Advisory Services LLC281,211$19.15M0.1%+13.6%1.427%
4/30/2026 Stenger Family Office LLC191,968$13.08M2.4%N/A0.974%
4/29/2026WealthPLAN Partners LLC41,932$2.86M0.6%+342.3%0.213%
4/28/2026GM Advisory Group LLC17,700$1.21M0.0%+4.4%0.090%
4/28/2026Beacon Financial Advisory LLC14,388$980K0.2%-7.4%0.073%
4/28/2026Meramec Financial Planners LLC390$29K0.0%N/A0.002%
4/27/2026Kelman Lazarov Inc.6,495$442K0.1%+66.7%0.033%
4/27/2026Private Advisor Group LLC693,592$47.24M0.2%+5.3%3.521%
4/24/2026 Secured Retirement Advisors LLC3,084$210K0.1%-18.0%0.016%
4/22/2026 Systelligence LLC143,482$9.77M1.9%-33.2%0.728%
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4/18/2026 Bar Harbor Wealth Management4,723$322K0.0%-12.9%0.024%
4/17/2026Signal Advisors Wealth LLC3,249$221K0.0%N/A0.017%
4/16/2026Triad Wealth Partners LLC11,268$767K0.1%-42.5%0.057%
3/9/2026Corient Private Wealth LLC3,453$245K0.0%-6.6%0.018%
2/19/2026WealthPoint Financial LLC34,691$2.46M2.1%N/A0.176%
2/18/2026Mercer Global Advisors Inc. ADV6,907$489K0.0%N/A0.035%
2/18/2026Hershey Financial Advisers LLC23,882$1.69M1.4%-2.3%0.121%
2/18/2026Vista Investment Management86,706$6.14M2.0%+7.1%0.440%
2/18/2026Maia Wealth LLC71,410$5.06M0.9%+42.1%0.362%
2/17/2026Cetera Investment Advisers611,471$43.33M0.0%+10.6%3.104%
2/17/2026Osaic Holdings Inc.53,783$3.81M0.0%+8.2%0.273%
2/17/2026Advisory Services Network LLC4,235$300K0.0%+7.6%0.021%
2/17/2026Private Advisor Group LLC658,714$46.68M0.2%+6.1%3.344%
2/17/2026Royal Bank of Canada25,931$1.84M0.0%+4.8%0.132%
2/17/2026Beacon Financial Advisory LLC15,543$1.10M0.3%-11.2%0.079%
2/16/2026Retirement Financial Solutions LLC81,652$5.79M1.7%N/A0.414%
2/16/2026MML Investors Services LLC4,276$303K0.0%+21.9%0.022%
2/16/2026Mariner LLC10,915$773K0.0%N/A0.055%
2/16/2026Focus Partners Wealth141,348$10.02M0.0%N/A0.718%
2/16/2026Financial Gravity Asset Management Inc.276,068$19.56M3.7%+4.6%1.401%
2/13/2026Kestra Advisory Services LLC247,480$17.54M0.1%+8.2%1.256%
2/13/2026GM Advisory Group LLC16,948$1.20M0.0%+12.0%0.086%
2/13/2026Morgan Stanley899,783$63.76M0.0%-1.4%4.567%
2/13/2026Arkadios Wealth Advisors13,589$963K0.0%-5.6%0.069%
2/13/2026First Trust Advisors LP6,088$431K0.0%+63.7%0.031%
2/13/2026Wells Fargo & Company MN81,051$5.74M0.0%+0.5%0.411%
2/13/2026Summit Financial LLC15,993$1.13M0.0%-2.8%0.081%
2/12/2026Jane Street Group LLC31,102$2.20M0.0%+66.0%0.158%
2/12/2026 TopTier Wealth Management LLC80,200$5.68M3.9%N/A0.407%
2/12/2026Steward Partners Investment Advisory LLC12,352$875K0.0%-1.8%0.063%
2/12/2026Betterment LLC48,226$3.42M0.0%-5.9%0.245%
2/12/2026WealthPLAN Partners LLC9,481$672K0.1%N/A0.048%
2/12/2026Founders Financial Alliance LLC4,252$301K0.1%+4.5%0.022%
2/11/2026Brand Asset Management Group Inc.8,388$594K0.2%-3.7%0.043%
2/11/2026Cerity Partners LLC4,163$295K0.0%-10.4%0.021%
2/11/2026LPL Financial LLC1,432,392$101.50M0.0%+6.3%7.271%
2/11/2026JPMorgan Chase & Co.138,120$9.79M0.0%-0.1%0.701%
2/11/2026Flagship Wealth Advisors LLC196,919$13.95M4.1%+25.7%1.000%
2/11/2026Verus Capital Partners LLC8,651$613K0.0%+2.8%0.044%
2/10/2026Lido Advisors LLC830,502$57.26M0.2%-0.2%4.216%
2/10/2026Goldman Sachs Group Inc.63,166$4.48M0.0%+6.2%0.321%
2/10/2026Northwestern Mutual Wealth Management Co.189,838$13.45M0.0%+55.8%0.964%
2/9/2026Integrity Alliance LLC.252,271$17.88M0.7%+2.2%1.281%
2/9/2026Integrity Advisory Solutions LLC12,201$865K0.1%+39.9%0.062%
2/9/2026Harbour Investments Inc.60,964$4.32M0.1%+6.6%0.309%
2/6/2026Global Retirement Partners LLC20,879$1.48M0.0%-1.1%0.106%
2/6/2026 Rathbones Group PLC8,987$637K0.0%-16.0%0.046%
2/6/2026PNC Financial Services Group Inc.4,054$287K0.0%+4.7%0.021%
2/5/2026WealthPlan Investment Management LLC233,293$16.53M1.0%+55.5%1.184%
2/5/2026Allworth Financial LP806$57K0.0%-22.0%0.004%
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2/4/2026Ameritas Advisory Services LLC18,964$1.34M0.1%N/A0.097%
2/4/2026Win Advisors Inc.143,424$10.16M4.3%+1.8%0.734%
2/4/2026Garrett Wealth Advisory Group LLC823,228$58.33M11.0%+2.0%4.211%
2/3/2026MGO One Seven LLC3,561$252K0.0%-6.8%0.018%
2/2/2026Advisors Preferred LLC758$54K0.0%-36.2%0.004%
2/2/2026Uptick Partners LLC9,629$682K0.1%N/A0.049%
1/29/2026UBS Group AG84,831$6.01M0.0%-4.2%0.434%
1/29/2026Concurrent Investment Advisors LLC35,461$2.51M0.0%-7.4%0.181%
1/29/2026 NBC Securities Inc.5,905$418K0.0%-12.5%0.030%
1/28/2026Marietta Wealth Management LLC98,776$7.00M0.8%-0.8%0.505%


EPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($145.98M), LPL Financial LLC ($101.50M), Private Wealth Strategies L.L.C. ($72.26M), Morgan Stanley ($63.76M), Garrett Wealth Advisory Group LLC ($58.33M), Lido Advisors LLC ($54.41M), and Private Advisor Group LLC ($47.24M).Learn more on WisdomTree U.S. LargeCap Fund's institutional investors.

Of the 138 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: Lido Advisors LLC ($1.24M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), CWM LLC ($433.51K), Stenger Family Office LLC ($378.28K), Financial Gravity Asset Management Inc. ($286.26K), and Financial Gravity Companies Inc. ($277.45K).

Institutional investors have bought a total of 3,031,752 shares in the last 24 months. This purchase volume represents approximately $208.59M in transactions.

Of the 66 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: Private Advisor Group LLC ($437.21K), Integrity Alliance LLC. ($416.15K), Fiduciary Trust Co ($134.68K), Flagship Wealth Advisors LLC ($120.06K), Lido Advisors LLC ($105.08K), Systelligence LLC ($103.41K), and Bank of America Corp DE ($78.67K).

Institutional investors have sold a total of 1,565,247 shares in the last 24 months. This volume of shares sold represents approximately $105.04M in transactions.


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This page (NYSEARCA:EPS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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