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

WisdomTree U.S. LargeCap Fund logo
$56.46 -0.16 (-0.28%)
As of 04/15/2025 04:10 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)
74
Total
Institutional Inflows
(last 12 months)
$250.24M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$174.84M
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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
4/15/2025Parsons Capital Management Inc. RI9,932$589K0.0%-1.9%0.057%
4/15/2025Simplicity Wealth LLC4,204$249K0.0%N/A0.024%
4/14/2025 KMG Fiduciary Partners LLC25,795$1.53M0.1%+0.7%0.147%
4/14/2025 Patriot Financial Group Insurance Agency LLC18,898$1.12M0.2%-17.5%0.108%
4/11/2025 Insight Advisors LLC PA7,157$424K0.1%-56.0%0.041%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.478$28K0.0%N/A0.003%
4/10/2025 Beacon Financial Group45,993$2.73M0.3%-6.4%0.262%
4/10/2025 CGN Advisors LLC4,342$257K0.0%-33.4%0.025%
4/9/2025 NBC Securities Inc.7,412$439K0.0%+246,966.7%0.042%
4/8/2025 Advisory Alpha LLC24,395$1.45M0.1%-2.1%0.139%
3/17/2025Wealth Enhancement Advisory Services LLC24,198$1.48M0.0%-2.5%0.141%
3/6/2025Kilter Group LLC6,984$427K0.3%N/A0.041%
2/27/2025REAP Financial Group LLC4,181$256K0.1%-24.0%0.027%
2/25/2025Armis Advisers LLC4,181$256K0.0%N/A0.027%
2/18/2025Western Wealth Management LLC65,357$4.00M1.2%-6.8%0.420%
2/17/2025Two Sigma Investments LP33,800$2.07M0.0%N/A0.217%
2/17/2025Fiduciary Trust Co2,260,703$138.31M1.8%+5.9%14.538%
2/17/2025CoreCap Advisors LLC5,085$311K0.0%-23.2%0.033%
2/17/2025Cetera Investment Advisers425,793$26.05M0.1%-0.6%2.738%
2/17/2025Bank of America Corp DE196,876$12.05M0.0%-2.3%1.266%
2/17/2025Ameriprise Financial Inc.9,360$573K0.0%-5.8%0.060%
2/14/2025Jane Street Group LLC5,080$311K0.0%N/A0.033%
2/14/2025Lido Advisors LLC1,244,477$76.14M0.3%N/A8.003%
2/14/2025Betterment LLC48,923$2.99M0.0%-8.8%0.315%
2/14/2025Integrated Wealth Concepts LLC7,797$477K0.0%+44.4%0.050%
2/14/2025MGO One Seven LLC5,932$363K0.0%-2.6%0.038%
2/14/2025Tower Research Capital LLC TRC 40,779$2.50M0.0%N/A0.262%
2/13/2025Stenger Family Office LLC186,307$11.40M3.9%N/A1.198%
2/13/2025Defined Financial Planning LLC17,220$1.05M1.1%N/A0.111%
2/13/2025Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/13/2025Advisory Services Network LLC3,679$225K0.0%N/A0.024%
2/13/2025Envestnet Asset Management Inc.22,831$1.40M0.0%-53.5%0.147%
2/13/2025Perennial Investment Advisors LLC12,498$765K0.1%N/A0.080%
2/13/2025Wells Fargo & Company MN81,717$5.00M0.0%+2.8%0.526%
2/12/2025AssuredPartners Investment Advisors LLC44,460$2.72M0.5%N/A0.286%
2/12/2025JPMorgan Chase & Co.131,066$8.02M0.0%+3.4%0.843%
2/11/2025LPL Financial LLC1,081,053$66.14M0.0%+0.7%6.952%
2/10/2025Creative Financial Designs Inc. ADV1,801$110K0.0%-12.4%0.012%
2/10/2025Harbour Investments Inc.33,401$2.04M0.1%+16.7%0.215%
2/10/2025Corient Private Wealth LLC3,697$226K0.0%-17.8%0.024%
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2/10/2025Envestnet Portfolio Solutions Inc.4,471$274K0.0%N/A0.029%
2/10/2025Commonwealth Equity Services LLC7,998$489K0.0%+18.5%0.051%
2/10/2025Avantax Advisory Services Inc.90,947$5.56M0.0%+1.0%0.585%
2/10/2025Essential Planning LLC.741,411$45.80M0.3%+6,103.2%4.768%
2/7/2025Founders Financial Alliance LLC1,835$112K0.0%N/A0.012%
2/7/2025Independent Advisor Alliance5,034$308K0.0%N/A0.032%
2/7/2025Capital Management Corp VA3,425$210K0.0%-6.3%0.022%
2/7/2025Jackson Creek Investment Advisors LLC8,825$540K0.2%+21.3%0.057%
2/6/2025Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/6/2025Atria Investments Inc25,167$1.54M0.0%+187.7%0.162%
2/6/2025 NewSquare Capital LLC65,153$3.99M0.3%-21.7%0.419%
2/6/2025Garrett Wealth Advisory Group LLC744,234$45.53M10.4%+8.5%4.786%
2/6/2025Jones Financial Companies Lllp8,559$524K0.0%+17.0%0.055%
2/5/2025Maia Wealth LLC7,220$457K0.1%N/A0.046%
2/5/2025Parkside Financial Bank & Trust8,816$539K0.1%N/A0.057%
2/4/2025Pine Valley Investments Ltd Liability Co18,107$1.11M0.1%-1.5%0.116%
2/3/2025Concurrent Investment Advisors LLC6,584$403K0.0%N/A0.042%
2/3/2025Private Advisor Group LLC1,034,393$63.28M0.4%+1.8%6.652%
1/31/2025Global Retirement Partners LLC17,670$1.08M0.0%-8.7%0.114%
1/30/2025Secured Retirement Advisors LLC5,269$322K0.2%-10.6%0.034%
1/30/2025Allworth Financial LP1,030$65K0.0%+167.5%0.007%
1/30/2025Walkner 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%
1/29/2025Portfolio Design Labs LLC5,247$321K0.1%N/A0.034%
1/29/2025Stonebridge Financial Group LLC750$46K0.0%N/A0.005%
1/28/2025Moloney Securities Asset Management LLC67,041$4.10M0.6%+5.1%0.431%
1/28/2025Advisors Preferred LLC5,704$349K0.1%N/A0.037%
1/27/2025Beacon Financial Advisory LLC9,854$603K0.2%+42.3%0.063%
1/27/2025 Insight Advisors LLC PA16,252$997K0.2%-36.2%0.105%
1/24/2025Alterna Wealth Management Inc.5,058$309K0.3%N/A0.033%
1/24/2025Marietta 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%
1/22/2025Parsons Capital Management Inc. RI10,120$619K0.0%-2.8%0.065%
1/21/2025Cornerstone Wealth Management LLC8,483$519K0.0%-1.9%0.055%
1/21/2025Team 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%
1/14/2025Rockland Trust Co.42,246$2.59M0.1%-1.2%0.272%
1/13/2025Bar Harbor Wealth Management6,430$393K0.0%-8.0%0.041%
1/10/2025ORG Partners LLC3,656$224K0.0%N/A0.024%
12/26/2024JPMorgan Chase & Co.126,814$7.61M0.0%+13.2%0.816%
11/25/2024Sanctuary Advisors LLC3,291$207K0.0%N/A0.021%
11/25/2024Pine Valley Investments Ltd Liability Co18,390$1.10M0.1%+4.2%0.118%
11/15/2024M&T Bank Corp5,925$356K0.0%N/A0.038%
11/15/2024MML Investors Services LLC4,584$275K0.0%-15.0%0.029%
11/15/2024Kovitz Investment Group Partners LLC140,225$8.42M0.1%N/A0.902%
11/15/2024Integrated Wealth Concepts LLC5,398$324K0.0%+24.4%0.035%
11/14/2024Fiduciary Trust Co2,134,388$128.15M1.8%+25.3%13.726%
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11/13/2024FMR LLC9,951$597K0.0%+1.8%0.064%
11/12/2024GM Advisory Group LLC20,782$1.25M0.1%-6.8%0.134%
11/7/2024Essential Planning LLC.11,952$718K0.3%-5.2%0.077%
11/6/2024Coastline Trust Co1,380$83K0.0%N/A0.009%
11/5/2024Verus Capital Partners LLC6,670$400K0.0%+9.1%0.043%
11/5/2024Harbour Investments Inc.28,628$1.72M0.1%+11.8%0.184%
11/1/2024Atria Investments Inc8,749$525K0.0%+29.3%0.056%
10/31/2024Walkner Condon Financial Advisors LLC5,527$332K0.1%-4.4%0.036%
10/31/2024Advisor Resource Council9,445$567K0.3%N/A0.061%
10/30/2024Beacon Financial Advisory LLC6,925$416K0.1%+38.3%0.045%
(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, 133 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 104 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 9,207,438 shares in the last 24 months. This purchase volume represents approximately $478.45M in transactions.

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

Of the 63 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 ($71.19K), Insight Advisors LLC PA ($60.27K), Relative Value Partners Group LLC ($58.35K), Private Advisor Group LLC ($40.33K), NewSquare Capital LLC ($33.17K), and Baldwin Wealth Partners LLC MA ($31.67K).

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

Institutional investors have sold a total of 3,404,448 shares in the last 24 months. This volume of shares sold represents approximately $187.22M in transactions.


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This page (NYSEARCA:EPS) was last updated on 4/16/2025 by MarketBeat.com Staff
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