Who Owns WisdomTree U.S. LargeCap Fund (EPS)?Hedge Fund & Institutional Holders

$69.65+0.70 (+1.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$52.66$57.62$62.58$67.54$72.50Sep 24Jun 25Mar 26

EPS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WealthPlan Investment Management, LLCNew Position+233K+$16.5B
FLAGSHIP WEALTH ADVISORS, LLCNew Position+197K+$14.0B
WIN ADVISORS, INCNew Position+143K+$10.2B
Focus Partners WealthNew Position+141K+$10.0B
EASTERN BANKNew Position+110K+$7.8B
RETIREMENT FINANCIAL SOLUTIONS, LLCNew Position+82K+$5.8B
Private Advisor Group, LLCIncreased+38K+$3.2B
LOWE BROCKENBROUGH & CO INCNew Position+46K+$3.0B
JONES FINANCIAL COMPANIES LLLPNew Position+47K+$3.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+57K+$2.8B
ROCKLAND TRUST CONew Position+36K+$2.6B
Maia Wealth LLCIncreased+21K+$1.5B
Triad Wealth Partners, LLCNew Position+20K+$1.4B
Financial Gravity Asset Management, Inc.Increased+12K+$1.4B
LongView Wealth ManagementNew Position+18K+$1.3B

EPS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-2K-$57.3B
FIDUCIARY TRUST CODecreased-221K-$12.0B
Kovitz Investment Group Partners, LLCClosed Position-140K-$9.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-122K-$8.4B
Creative PlanningDecreased-3K-$6.5B
TWO SIGMA INVESTMENTS, LPClosed Position-75K-$5.1B
CITIGROUP INCDecreased-17K-$1.5B
Steward Partners Investment Advisory, LLCDecreased-231-$867.5M
STIFEL FINANCIAL CORPDecreased-33-$855.7M
Atria Investments, IncDecreased-9-$821.0M
Rathbones Group PLCDecreased-2K-$737.1M
Mach-1 Financial Group, LLCClosed Position-9K-$601.2M
JPMORGAN CHASE & CODecreased-158-$532.0M
Strategic Financial Concepts, LLCClosed Position-5K-$339.9M
TWO SIGMA SECURITIES, LLCClosed Position-5K-$323.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIDUCIARY TRUST CO1,668,663$118.0B1341.52%Share
2Private Advisor Group, LLC658,714$46.0B216.41%Share
3Team Financial Group, LLC447,544$31.7B14.39%Share
4Financial Gravity Asset Management, Inc.276,068$19.6B3.77%Share
5INTEGRITY ALLIANCE, LLC.252,271$17.9B0.65%Share
6WealthPlan Investment Management, LLC233,293$16.5B1.05%Share
7FIDUCIARY TRUST CO227,756$16.0B181.90%Share
8FLAGSHIP WEALTH ADVISORS, LLC196,919$14.0B4.06%Share
9WIN ADVISORS, INC143,424$10.2B4.31%Share
10Focus Partners Wealth141,348$10.0B11.40%Share
11JPMORGAN CHASE & CO127,867$9.0B0.57%Share
12EASTERN BANK110,134$7.8B134.66%Share
13BANK OF AMERICA CORP /DE/108,904$7.0B0.51%Share
14VISTA INVESTMENT MANAGEMENT86,706$6.1B2.03%Share
15UBS Group AG84,831$6.0B0.97%Share
16BANK OF AMERICA CORP /DE/94,056$6.0B0.44%Share
17RETIREMENT FINANCIAL SOLUTIONS, LLC81,652$5.8B1.69%Share
18NewSquare Capital LLC76,551$5.4B0.48%Share
19Per Stirling Capital Management, LLC.71,654$5.1B0.57%Share
20Maia Wealth LLC71,410$5.1B0.86%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP83,782$5.0B0.58%Share
22WELLS FARGO & COMPANY/MN66,910$4.0B0.73%Share
23CITIGROUP INC62,862$4.0B1.77%Share
24GOLDMAN SACHS GROUP INC63,166$4.0B0.49%Share
25AMERIPRISE FINANCIAL INC59,873$4.0B0.90%Share
26AssuredPartners Investment Advisors, LLC43,267$3.1B0.46%Share
27OSAIC HOLDINGS, INC.47,506$3.0B4.38%Share
28LOWE BROCKENBROUGH & CO INC46,252$3.0B0.15%Share
29JONES FINANCIAL COMPANIES LLLP47,031$3.0B1.83%Share
30ROCKLAND TRUST CO36,230$2.6B0.10%Share
31KMG FIDUCIARY PARTNERS, LLC27,259$1.9B0.14%Share
32Hershey Financial Advisers, LLC23,882$1.7B1.43%Share
33Triad Wealth Partners, LLC19,587$1.4B0.13%Share
34SEVEN MILE ADVISORY19,241$1.4B0.23%Share
35LongView Wealth Management17,711$1.3B0.31%Share
36Beacon Financial Advisory LLC15,543$1.1B0.26%Share
37Herold Advisors, Inc.15,470$1.1B0.24%Share
38WELLS FARGO & COMPANY/MN14,141$1.0B0.18%Share
39ROYAL BANK OF CANADA22,235$1.0B0.16%Share
40FMR LLC19,597$1.0B0.05%Share
41RAYMOND JAMES FINANCIAL INC27,161$1.0B0.31%Share
42RAYMOND JAMES FINANCIAL INC18,416$1.0B0.31%Share
43Integrity Advisory Solutions, LLC12,201$864.0M0.12%Share
44Quartz Partners, LLC10,193$722.0M0.27%Share
45Family Capital Management, Inc.10,000$708.0M0.31%Share
46Seek First Inc.9,679$685.0M0.47%Share
47UPTICK PARTNERS, LLC9,629$682.0M0.15%Share
48PARSONS CAPITAL MANAGEMENT INC/RI9,028$639.0M0.04%Share
49Parkside Financial Bank & Trust8,816$624.0M0.05%Share
50Melone Private Wealth, LLC8,757$620.0M0.26%Share

EPS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025157$430.2B+57
Q3 2025100$587.9B-31
Q2 2025131$542.7B-10
Q1 2025141$600.2B+15
Q4 2024126$3.6T+33
Q3 202493$79.7T+4
Q2 202489$12.9T+3
Q1 202486$1273.0T—

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As of Q4 2025, 50 institutional investors hold EPS (WisdomTree U.S. LargeCap Fund). The largest holder is FIDUCIARY TRUST CO with $118.0B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own EPS?

As of Q4 2025, 50 institutional investors report holding EPS (WisdomTree U.S. LargeCap Fund) in their 13F filings.

Who is the largest institutional holder of EPS?

The largest institutional holder of EPS is FIDUCIARY TRUST CO with $118.0B in shares.

Is institutional ownership of EPS increasing or decreasing?

This quarter, 11 institutions opened new positions in EPS and 5 closed their positions.