Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free EPS Stock Alerts

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

WisdomTree U.S. LargeCap Fund logo
$81.54 -0.08 (-0.10%)
Closing price 04:10 PM Eastern
Extended Trading
$81.56 +0.02 (+0.02%)
As of 07:30 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)
82
Total
Institutional Inflows
(last 12 months)
$189.73M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$68.38M
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
10/8/2026Farther Finance Advisors LLC3,047$244K0.0%-6.9%0.015%
10/5/2026Eastern Bank116,581$9.32M0.1%N/A0.565%
10/5/2026Rockland Trust Co.35,316$2.82M0.1%N/A0.171%
10/2/2026 Polaris Financial Partners1,221$98K0.0%N/A0.006%
10/1/2026 Coastline Trust Co1,107$89K0.0%N/A0.005%
9/23/2026Envestnet Asset Management Inc.21,418$1.67M0.0%-1.2%0.104%
9/9/2026Integrated Wealth Concepts LLC5,249$408K0.0%+16.0%0.026%
8/23/2026Ameritas Advisory Services LLC107,375$8.35M0.2%+535.7%0.529%
8/22/2026Concurrent Investment Advisors LLC8,472$659K0.0%-23.2%0.042%
8/21/2026Beacon Financial Advisory LLC13,946$1.09M0.2%-3.1%0.069%
7/1/2026Eastern 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%
5/4/2026Team 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%
4/30/2026Beacon Financial Group37,958$2.59M0.3%-1.5%0.193%
4/30/2026Mosaic Family Wealth Partners LLC3,485$237K0.0%N/A0.018%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
4/30/2026Kestra Advisory Services LLC281,211$19.15M0.1%+13.6%1.427%
4/30/2026Stenger 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%
4/24/2026Secured Retirement Advisors LLC3,084$210K0.1%-18.0%0.016%
4/22/2026Systelligence LLC143,482$9.77M1.9%-33.2%0.728%
4/18/2026Bar 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%
2/12/2026TopTier 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%
2/12/2026WealthPLAN 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
2/5/2026WealthPlan Investment Management LLC233,293$16.53M1.0%+55.5%1.184%
2/5/2026Allworth Financial LP806$57K0.0%-22.0%0.004%


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 2,679,402 shares in the last 24 months. This purchase volume represents approximately $189.73M in transactions.

Of the 59 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), Lido Advisors LLC ($70.87K), Bank of America Corp DE ($17.61K), and UBS Group AG ($15.89K).

Institutional investors have sold a total of 992,391 shares in the last 24 months. This volume of shares sold represents approximately $68.38M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Dec 8th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel