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

WisdomTree U.S. LargeCap Fund logo
$77.88 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$77.89 +0.01 (+0.01%)
As of 05/22/2026 04:10 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$208.38M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$98.26M
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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
5/22/2026Verus Capital Partners LLC8,812$600K0.0%+1.9%0.045%
5/19/2026 Western Wealth Management LLC6,477$441K0.0%N/A0.033%
5/19/2026 NewEdge Advisors LLC5,054$344K0.0%-22.7%0.026%
5/19/2026 Bank of America Corp DE191,360$13.03M0.0%-8.4%0.971%
5/19/2026 Centaurus 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%
5/18/2026 Royal 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%
4/28/2026 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%
3/9/2026 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%
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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%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC10,915$773K0.0%N/A0.055%
2/16/2026 Focus Partners Wealth141,348$10.02M0.0%N/A0.718%
2/16/2026 Financial 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%
2/13/2026 Morgan 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%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 Steward Partners Investment Advisory LLC12,352$875K0.0%-1.8%0.063%
2/12/2026 Betterment 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%
2/11/2026 Cerity 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%
2/11/2026Flagship Wealth Advisors LLC196,919$13.95M4.1%+25.7%1.000%
2/11/2026Verus Capital Partners LLC8,651$613K0.0%+2.8%0.044%
2/10/2026 Lido Advisors LLC830,502$57.26M0.2%-0.2%4.216%
2/10/2026 Goldman 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%
2/6/2026Global Retirement Partners LLC20,879$1.48M0.0%-1.1%0.106%
2/6/2026 Rathbones Group PLC8,987$637K0.0%-16.0%0.046%
2/6/2026 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%
2/4/2026 Ameritas 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%
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1/29/2026 UBS 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%
1/26/2026 CWM 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%


EPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 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 3,030,694 shares in the last 24 months. This purchase volume represents approximately $208.38M in transactions.

Of the 67 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), Lido Advisors LLC ($105.08K), Systelligence LLC ($103.41K), Bank of America Corp DE ($78.67K), and Envestnet Asset Management Inc. ($49.76K).

Institutional investors have sold a total of 1,467,264 shares in the last 24 months. This volume of shares sold represents approximately $98.26M in transactions.


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This page (NYSEARCA:EPS) was last updated on 5/25/2026 by MarketBeat.com Staff.
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