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

WisdomTree U.S. LargeCap Fund logo
$60.96 +0.14 (+0.23%)
Closing price 03/25/2025 04:10 PM Eastern
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$60.94 -0.02 (-0.02%)
As of 03/25/2025 06:34 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)
72
Total
Institutional Inflows
(last 12 months)
$249.52M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$174.40M
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EPS Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC24,198$1.48M0.0%-2.5%0.141%
3/6/2025 Kilter Group LLC6,984$427K0.3%N/A0.041%
2/27/2025 REAP Financial Group LLC4,181$256K0.1%-24.0%0.027%
2/25/2025 Armis Advisers LLC4,181$256K0.0%N/A0.027%
2/18/2025 Western Wealth Management LLC65,357$4.00M1.2%-6.8%0.420%
2/17/2025 Two Sigma Investments LP33,800$2.07M0.0%N/A0.217%
2/17/2025 Fiduciary Trust Co2,260,703$138.31M1.8%+5.9%14.538%
2/17/2025 CoreCap Advisors LLC5,085$311K0.0%-23.2%0.033%
2/17/2025 Cetera Investment Advisers425,793$26.05M0.1%-0.6%2.738%
2/17/2025 Bank of America Corp DE196,876$12.05M0.0%-2.3%1.266%
2/17/2025 Ameriprise Financial Inc.9,360$573K0.0%-5.8%0.060%
2/14/2025 Jane Street Group LLC5,080$311K0.0%N/A0.033%
2/14/2025 Lido Advisors LLC1,244,477$76.14M0.3%N/A8.003%
2/14/2025 Betterment LLC48,923$2.99M0.0%-8.8%0.315%
2/14/2025 Integrated Wealth Concepts LLC7,797$477K0.0%+44.4%0.050%
2/14/2025 MGO One Seven LLC5,932$363K0.0%-2.6%0.038%
2/14/2025 Tower Research Capital LLC TRC 40,779$2.50M0.0%N/A0.262%
2/13/2025 Stenger Family Office LLC186,307$11.40M3.9%N/A1.198%
2/13/2025 Defined Financial Planning LLC17,220$1.05M1.1%N/A0.111%
2/13/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/13/2025 Advisory Services Network LLC3,679$225K0.0%N/A0.024%
2/13/2025 Envestnet Asset Management Inc.22,831$1.40M0.0%-53.5%0.147%
2/13/2025 Perennial Investment Advisors LLC12,498$765K0.1%N/A0.080%
2/13/2025 Wells Fargo & Company MN81,717$5.00M0.0%+2.8%0.526%
2/12/2025 AssuredPartners Investment Advisors LLC44,460$2.72M0.5%N/A0.286%
2/12/2025 JPMorgan Chase & Co.131,066$8.02M0.0%+3.4%0.843%
2/11/2025 LPL Financial LLC1,081,053$66.14M0.0%+0.7%6.952%
2/10/2025 Creative Financial Designs Inc. ADV1,801$110K0.0%-12.4%0.012%
2/10/2025 Harbour Investments Inc.33,401$2.04M0.1%+16.7%0.215%
2/10/2025 Corient Private Wealth LLC3,697$226K0.0%-17.8%0.024%
2/10/2025 Envestnet Portfolio Solutions Inc.4,471$274K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC7,998$489K0.0%+18.5%0.051%
2/10/2025 Avantax Advisory Services Inc.90,947$5.56M0.0%+1.0%0.585%
2/10/2025 Essential Planning LLC.741,411$45.80M0.3%+6,103.2%4.768%
2/7/2025 Founders Financial Alliance LLC1,835$112K0.0%N/A0.012%
2/7/2025 Independent Advisor Alliance5,034$308K0.0%N/A0.032%
2/7/2025 Capital Management Corp VA3,425$210K0.0%-6.3%0.022%
2/7/2025 Jackson Creek Investment Advisors LLC8,825$540K0.2%+21.3%0.057%
2/6/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/6/2025 Atria Investments Inc25,167$1.54M0.0%+187.7%0.162%
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2/6/2025 NewSquare Capital LLC65,153$3.99M0.3%-21.7%0.419%
2/6/2025 Garrett Wealth Advisory Group LLC744,234$45.53M10.4%+8.5%4.786%
2/6/2025 Jones Financial Companies Lllp8,559$524K0.0%+17.0%0.055%
2/5/2025 Maia Wealth LLC7,220$457K0.1%N/A0.046%
2/5/2025 Parkside Financial Bank & Trust8,816$539K0.1%N/A0.057%
2/4/2025 Pine Valley Investments Ltd Liability Co18,107$1.11M0.1%-1.5%0.116%
2/3/2025 Concurrent Investment Advisors LLC6,584$403K0.0%N/A0.042%
2/3/2025 Private Advisor Group LLC1,034,393$63.28M0.4%+1.8%6.652%
1/31/2025 Global Retirement Partners LLC17,670$1.08M0.0%-8.7%0.114%
1/30/2025 Secured Retirement Advisors LLC5,269$322K0.2%-10.6%0.034%
1/30/2025 Allworth Financial LP1,030$65K0.0%+167.5%0.007%
1/30/2025 Walkner Condon Financial Advisors LLC4,385$268K0.1%-20.7%0.028%
1/29/2025 Beacon Financial Group49,133$3.01M0.3%-4.8%0.316%
1/29/2025 Portfolio Design Labs LLC5,247$321K0.1%N/A0.034%
1/29/2025 Stonebridge Financial Group LLC750$46K0.0%N/A0.005%
1/28/2025 Moloney Securities Asset Management LLC67,041$4.10M0.6%+5.1%0.431%
1/28/2025 Advisors Preferred LLC5,704$349K0.1%N/A0.037%
1/27/2025 Beacon Financial Advisory LLC9,854$603K0.2%+42.3%0.063%
1/27/2025 Insight Advisors LLC PA16,252$997K0.2%-36.2%0.105%
1/24/2025 Alterna Wealth Management Inc.5,058$309K0.3%N/A0.033%
1/24/2025 Marietta Wealth Management LLC91,264$5.58M0.8%+0.9%0.587%
1/22/2025 Patriot Financial Group Insurance Agency LLC22,902$1.40M0.2%-4.9%0.147%
1/22/2025 Baldwin Wealth Partners LLC MA4,261$261K0.0%-88.1%0.027%
1/22/2025 Parsons Capital Management Inc. RI10,120$619K0.0%-2.8%0.065%
1/21/2025 Cornerstone Wealth Management LLC8,483$519K0.0%-1.9%0.055%
1/21/2025 Team Financial Group LLC433,257$26.51M15.8%+1.1%2.786%
1/17/2025 Advisory Alpha LLC24,912$1.52M0.1%-8.6%0.160%
1/15/2025 KMG Fiduciary Partners LLC25,608$1.57M0.1%+1.0%0.165%
1/14/2025 Park Avenue Securities LLC6,036$369K0.0%+46.9%0.039%
1/14/2025 Rockland Trust Co.42,246$2.59M0.1%-1.2%0.272%
1/13/2025 Bar Harbor Wealth Management6,430$393K0.0%-8.0%0.041%
1/10/2025 ORG Partners LLC3,656$224K0.0%N/A0.024%
12/26/2024 JPMorgan Chase & Co.126,814$7.61M0.0%+13.2%0.816%
11/25/2024 Sanctuary Advisors LLC3,291$207K0.0%N/A0.021%
11/25/2024 Pine Valley Investments Ltd Liability Co18,390$1.10M0.1%+4.2%0.118%
11/15/2024 M&T Bank Corp5,925$356K0.0%N/A0.038%
11/15/2024 MML Investors Services LLC4,584$275K0.0%-15.0%0.029%
11/15/2024 Kovitz Investment Group Partners LLC140,225$8.42M0.1%N/A0.902%
11/15/2024 Integrated Wealth Concepts LLC5,398$324K0.0%+24.4%0.035%
11/14/2024 Fiduciary Trust Co2,134,388$128.15M1.8%+25.3%13.726%
11/13/2024 FMR LLC9,951$597K0.0%+1.8%0.064%
11/12/2024 GM Advisory Group LLC20,782$1.25M0.1%-6.8%0.134%
11/7/2024 Essential Planning LLC.11,952$718K0.3%-5.2%0.077%
11/6/2024 Coastline Trust Co1,380$83K0.0%N/A0.009%
11/5/2024 Verus Capital Partners LLC6,670$400K0.0%+9.1%0.043%
11/5/2024 Harbour Investments Inc.28,628$1.72M0.1%+11.8%0.184%
11/1/2024 Atria Investments Inc8,749$525K0.0%+29.3%0.056%
10/31/2024 Walkner Condon Financial Advisors LLC5,527$332K0.1%-4.4%0.036%
10/31/2024 Advisor Resource Council9,445$567K0.3%N/A0.061%
10/30/2024 Beacon Financial Advisory LLC6,925$416K0.1%+38.3%0.045%
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10/30/2024 Moloney Securities Asset Management LLC63,784$3.83M0.5%-4.5%0.410%
10/28/2024 Creative Financial Designs Inc. ADV2,055$123K0.0%-17.5%0.013%
10/24/2024 Patriot Financial Group Insurance Agency LLC24,088$1.45M0.2%-0.9%0.155%
10/24/2024 Wealth Enhancement Advisory Services LLC24,815$1.49M0.0%+1.5%0.160%
10/23/2024 Team Financial Group LLC428,499$25.73M15.9%+1.8%2.756%
10/22/2024 Marietta Wealth Management LLC90,431$5.43M0.8%+1.8%0.582%
10/22/2024 Private Advisor Group LLC1,016,343$61.02M0.4%-1.7%6.536%
10/17/2024 Bar Harbor Wealth Management6,986$419K0.0%-6.7%0.045%
10/16/2024 Global Retirement Partners LLC19,346$1.16M0.0%+73.5%0.124%
10/15/2024 NBC Securities Inc.3,007$180K0.0%+30.1%0.019%
(Data available from 1/1/2016 forward)

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EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 131 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($138.31M), Lido Advisors LLC ($76.14M), Private Wealth Strategies L.L.C. ($72.26M), LPL Financial LLC ($66.14M), Private Advisor Group LLC ($63.28M), Essential Planning LLC. ($45.80M), and Garrett Wealth Advisory Group LLC ($45.53M).Learn more on EPS's institutional investors.

Which institutional investors have been buying WisdomTree U.S. LargeCap Fund stock?

Of the 103 institutional investors that purchased WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.01M), Lido Advisors LLC ($1.24M), Private Advisor Group LLC ($1.07M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($349.97K), and LPL Financial LLC ($331.86K).

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

Institutional investors have bought a total of 9,198,321 shares in the last 24 months. This purchase volume represents approximately $477.86M in transactions.

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

Of the 64 institutional investors that sold WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($2.79M), Advisory Alpha LLC ($70.67K), Relative Value Partners Group LLC ($58.35K), Insight Advisors LLC PA ($51.17K), Private Advisor Group LLC ($40.33K), My Legacy Advisors LLC ($33.20K), and NewSquare Capital LLC ($33.17K).

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

Institutional investors have sold a total of 3,421,779 shares in the last 24 months. This volume of shares sold represents approximately $187.68M in transactions.


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This page (NYSEARCA:EPS) was last updated on 3/26/2025 by MarketBeat.com Staff
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