Go Pro
→ The Starlink of Energy (From Monument Traders Alliance) (Ad)tc pixel Free EPS Stock Alerts

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

WisdomTree U.S. LargeCap Fund logo
$81.68 -0.14 (-0.17%)
As of 12:22 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
$172.65M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$72.57M
Get EPS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. LargeCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EPS Institutional Buying and Selling by Quarter

WisdomTree U.S. LargeCap Fund Major Shareholders & Ownership History

Export
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%
6/26/2026 WealthPoint Financial LLC37,406$2.55M2.0%+7.8%0.190%
6/18/2026Western Wealth Management LLC6,477$441K0.0%N/A0.033%
6/8/2026 Pine Valley Investments Ltd Liability Co28,628$1.95M0.1%+2.4%0.145%
6/3/2026 NewEdge Advisors LLC5,054$344K0.0%-22.7%0.026%
6/1/2026 Flagship Wealth Advisors LLC76,861$4.92M2.0%-61.0%0.390%
5/22/2026 Verus Capital Partners LLC8,812$600K0.0%+1.9%0.045%
5/19/2026Western Wealth Management LLC6,477$441K0.0%N/A0.033%
5/19/2026 NewEdge 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%
5/19/2026 Ashton Thomas Securities LLC4,380$298K0.0%N/A0.022%
5/19/2026 Arkadios Wealth Advisors12,037$820K0.0%-11.4%0.061%
5/18/2026Royal Bank of Canada26,128$1.78M0.0%+0.8%0.133%
5/14/2026 Towle & Co.38,806$2.64M1.0%N/A0.197%
5/14/2026 Lido Advisors LLC798,789$54.41M0.2%-3.8%4.055%
5/13/2026 Cetera Investment Advisers660,022$44.95M0.0%+7.9%3.350%
5/13/2026 First Trust Advisors LP5,598$381K0.0%-8.0%0.028%
5/8/2026 PNC Financial Services Group Inc.3,872$264K0.0%-4.5%0.020%
5/6/2026 Modera Wealth Management LLC34,935$2.38M0.0%-0.5%0.177%
5/6/2026 Bessemer Group Inc.365$25K0.0%N/A0.002%
5/5/2026 Quartz Partners LLC9,245$630K0.2%-9.3%0.047%
5/5/2026 Luts & Greenleigh Group Inc.3,460$236K0.2%N/A0.018%
5/5/2026 Advisors 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%
4/28/2026GM 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
3/9/2026 Corient Private Wealth LLC3,453$245K0.0%-6.6%0.018%
2/19/2026 WealthPoint Financial LLC34,691$2.46M2.1%N/A0.176%
2/18/2026 Mercer Global Advisors Inc. ADV6,907$489K0.0%N/A0.035%
2/18/2026 Hershey Financial Advisers LLC23,882$1.69M1.4%-2.3%0.121%
2/18/2026 Vista Investment Management86,706$6.14M2.0%+7.1%0.440%
2/18/2026 Maia Wealth LLC71,410$5.06M0.9%+42.1%0.362%
2/17/2026 Cetera Investment Advisers611,471$43.33M0.0%+10.6%3.104%
2/17/2026Osaic Holdings Inc.53,783$3.81M0.0%+8.2%0.273%
2/17/2026 Advisory 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%
2/16/2026 Focus 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%
2/13/2026GM Advisory Group LLC16,948$1.20M0.0%+12.0%0.086%
2/13/2026Morgan Stanley899,783$63.76M0.0%-1.4%4.567%
2/13/2026 Arkadios Wealth Advisors13,589$963K0.0%-5.6%0.069%
2/13/2026 First Trust Advisors LP6,088$431K0.0%+63.7%0.031%
2/13/2026Wells Fargo & Company MN81,051$5.74M0.0%+0.5%0.411%
2/13/2026 Summit 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%
2/12/2026 WealthPLAN Partners LLC9,481$672K0.1%N/A0.048%
2/12/2026 Founders Financial Alliance LLC4,252$301K0.1%+4.5%0.022%
2/11/2026 Brand Asset Management Group Inc.8,388$594K0.2%-3.7%0.043%
2/11/2026Cerity Partners LLC4,163$295K0.0%-10.4%0.021%
2/11/2026 LPL Financial LLC1,432,392$101.50M0.0%+6.3%7.271%
2/11/2026 JPMorgan Chase & Co.138,120$9.79M0.0%-0.1%0.701%
2/11/2026 Flagship Wealth Advisors LLC196,919$13.95M4.1%+25.7%1.000%
2/11/2026 Verus Capital Partners LLC8,651$613K0.0%+2.8%0.044%
2/10/2026 Lido 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%
2/10/2026 Northwestern Mutual Wealth Management Co.189,838$13.45M0.0%+55.8%0.964%
2/9/2026 Integrity Alliance LLC.252,271$17.88M0.7%+2.2%1.281%
2/9/2026 Integrity Advisory Solutions LLC12,201$865K0.1%+39.9%0.062%
2/9/2026 Harbour Investments Inc.60,964$4.32M0.1%+6.6%0.309%
2/6/2026 Global Retirement Partners LLC20,879$1.48M0.0%-1.1%0.106%
2/6/2026 Rathbones Group PLC8,987$637K0.0%-16.0%0.046%
2/6/2026 PNC 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%
2/5/2026 Allworth Financial LP806$57K0.0%-22.0%0.004%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
2/3/2026 MGO One Seven LLC3,561$252K0.0%-6.8%0.018%
2/2/2026 Advisors 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%


EPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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), Morgan Stanley ($63.76M), Garrett Wealth Advisory Group LLC ($58.33M), Lido Advisors LLC ($54.41M), Private Advisor Group LLC ($47.24M), and Cetera Investment Advisers ($44.95M).Learn more on WisdomTree U.S. LargeCap Fund's institutional investors.

Of the 134 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 Companies Inc. ($277.45K), and Financial Gravity Asset Management Inc. ($272.77K).

Institutional investors have bought a total of 2,470,372 shares in the last 24 months. This purchase volume represents approximately $172.65M in transactions.

Of the 58 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), Fiduciary Trust Co ($134.68K), Flagship Wealth Advisors LLC ($120.06K), Systelligence LLC ($103.41K), Bank of America Corp DE ($78.67K), Lido Advisors LLC ($70.87K), and UBS Group AG ($15.89K).

Institutional investors have sold a total of 1,057,859 shares in the last 24 months. This volume of shares sold represents approximately $72.57M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EPS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel