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

WisdomTree U.S. LargeCap Fund logo
$75.63 +0.58 (+0.77%)
Closing price 04:10 PM Eastern
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$75.64 +0.01 (+0.01%)
As of 04:28 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)
95
Total
Institutional Inflows
(last 12 months)
$231.90M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$95.63M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Luts & Greenleigh Group Inc.3,460$236K0.2%N/A0.018%
5/5/2026Advisors Preferred LLC623$42K0.0%-17.8%0.003%
5/4/2026 Chicago 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%
5/4/2026 Uptick Partners LLC15,124$1.03M0.2%+57.1%0.077%
5/1/2026 Fifth Third Bancorp1,011$69K0.0%N/A0.005%
4/30/2026 Beacon Financial Group37,958$2.59M0.3%-1.5%0.193%
4/30/2026 Mosaic Family Wealth Partners LLC3,485$237K0.0%N/A0.018%
4/30/2026 Kestra 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%
4/29/2026 WealthPLAN Partners LLC41,932$2.86M0.6%+342.3%0.213%
4/28/2026 GM Advisory Group LLC17,700$1.21M0.0%+4.4%0.090%
4/28/2026 Beacon Financial Advisory LLC14,388$980K0.2%-7.4%0.073%
4/28/2026 Meramec Financial Planners LLC390$29K0.0%N/A0.002%
4/27/2026 Kelman Lazarov Inc.6,495$442K0.1%+66.7%0.033%
4/27/2026 Private 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%
4/18/2026 Bar Harbor Wealth Management4,723$322K0.0%-12.9%0.024%
4/17/2026 Signal Advisors Wealth LLC3,249$221K0.0%N/A0.017%
4/16/2026 Triad Wealth Partners LLC11,268$767K0.1%-42.5%0.057%
3/9/2026Corient Private Wealth LLC3,453$245K0.0%-6.6%0.018%
2/19/2026 WealthPoint 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%
2/17/2026 Private 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%
2/17/2026 Beacon Financial Advisory LLC15,543$1.10M0.3%-11.2%0.079%
2/16/2026 Retirement Financial Solutions LLC81,652$5.79M1.7%N/A0.414%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC247,480$17.54M0.1%+8.2%1.256%
2/13/2026 GM 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%
2/12/2026TopTier 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%
2/12/2026 WealthPLAN 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%
2/6/2026Rathbones Group PLC8,987$637K0.0%-16.0%0.046%
2/6/2026PNC Financial Services Group Inc.4,054$287K0.0%+4.7%0.021%
2/5/2026 WealthPlan Investment Management LLC233,293$16.53M1.0%+55.5%1.184%
2/5/2026Allworth Financial LP806$57K0.0%-22.0%0.004%
2/4/2026Ameritas Advisory Services LLC18,964$1.34M0.1%N/A0.097%
2/4/2026 Win Advisors Inc.143,424$10.16M4.3%+1.8%0.734%
2/4/2026 Garrett 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%
2/2/2026 Uptick Partners LLC9,629$682K0.1%N/A0.049%
1/29/2026UBS Group AG84,831$6.01M0.0%-4.2%0.434%
1/29/2026 Concurrent 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%
1/28/2026 Marietta Wealth Management LLC98,776$7.00M0.8%-0.8%0.505%
1/26/2026 Kelman Lazarov Inc.3,897$276K0.0%-35.0%0.020%
1/26/2026 United Advisor Group LLC4,418$313K0.0%N/A0.023%
1/26/2026CWM LLC433,715$30.73M0.1%+209,424.2%2.218%
1/22/2026 Bar Harbor Wealth Management5,420$384K0.0%-5.3%0.028%
1/22/2026 Triad Wealth Partners LLC19,587$1.39M0.1%+102.6%0.100%
1/22/2026 Systelligence LLC214,877$15.23M2.9%-13.0%1.099%
1/21/2026Prime Capital Investment Advisors LLC52,877$3.75M0.0%-5.3%0.270%
1/21/2026Rathbones Group PLC8,987$637K0.0%-16.0%0.046%
1/21/2026 Walkner Condon Financial Advisors LLC3,545$251K0.0%-16.6%0.018%
1/15/2026 Essential Planning LLC.10,424$739K0.2%-4.5%0.054%
1/15/2026 Rockland Trust Co.36,230$2.57M0.1%-0.4%0.186%
1/14/2026 Eastern Bank110,134$7.80M0.1%N/A0.566%
1/13/2026 Team Financial Group LLC447,544$31.71M14.4%-0.9%2.301%
1/13/2026 LongView Wealth Management17,711$1.28M0.3%N/A0.091%
1/8/2026 Wealth Enhancement Advisory Services LLC22,348$1.61M0.0%-4.5%0.115%
1/7/2026 Melone Private Wealth LLC8,757$621K0.3%-1.6%0.045%
1/1/2026JPMorgan Chase & Co.138,278$9.53M0.0%+0.1%0.745%
12/2/2025Allworth Financial LP1,033$71K0.0%-45.1%0.006%
12/2/2025 IFP Advisors Inc1,674$115K0.0%N/A0.009%
11/19/2025 GM Advisory Group LLC15,135$1.04M0.0%-13.1%0.082%
11/18/2025 Garrett Wealth Advisory Group LLC806,808$55.62M10.8%+1.8%4.349%
11/17/2025NewEdge Advisors LLC6,403$441K0.0%-4.3%0.035%


EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 166 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 ($57.26M), and Private Advisor Group LLC ($47.24M).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 136 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), Cetera Investment Advisers ($430.81K), Stenger Family Office LLC ($378.28K), and Financial Gravity Asset Management Inc. ($286.26K).

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

Institutional investors have bought a total of 3,442,147 shares in the last 24 months. This purchase volume represents approximately $231.90M in transactions.

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

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), Systelligence LLC ($103.41K), Lido Advisors LLC ($73.37K), Bank of America Corp DE ($61.05K), and Envestnet Asset Management Inc. ($49.76K).

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

Institutional investors have sold a total of 1,430,903 shares in the last 24 months. This volume of shares sold represents approximately $95.63M in transactions.


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This page (NYSEARCA:EPS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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