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

WisdomTree U.S. LargeCap Fund logo
$67.13 -0.24 (-0.36%)
Closing price 08/29/2025 04:10 PM Eastern
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$67.13 0.00 (0.00%)
As of 08/29/2025 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)
92
Total
Institutional Inflows
(last 12 months)
$300.31M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$50.06M
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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
8/29/2025 Centaurus Financial Inc.11,563$740K0.0%N/A0.064%
8/18/2025 Geneos Wealth Management Inc.640$41K0.0%+60.0%0.004%
8/15/2025 Corient Private Wealth LLC7,394$473K0.0%+100.0%0.041%
8/15/2025 Bank of America Corp DE213,770$13.68M0.0%-22.2%1.178%
8/14/2025 Vista Investment Management82,899$5.31M2.0%+0.9%0.457%
8/14/2025 Raymond James Financial Inc.34,195$2.19M0.0%+16.1%0.188%
8/14/2025 Betterment LLC52,775$3.38M0.0%+3.2%0.291%
8/14/2025 NewEdge Advisors LLC6,690$428K0.0%N/A0.037%
8/13/2025 First Trust Advisors LP3,718$238K0.0%N/A0.020%
8/13/2025 Kilter Group LLC7,227$463K0.2%+3.5%0.040%
8/13/2025 Lido Advisors LLC869,660$55.67M0.2%-3.8%4.792%
8/13/2025 Northwestern Mutual Wealth Management Co.109,748$7.03M0.0%+16.4%0.605%
8/13/2025 GM Advisory Group LLC17,414$1.12M0.1%-16.6%0.096%
8/13/2025 Maia Wealth LLC41,934$2.68M0.5%+94.9%0.231%
8/12/2025 Steward Partners Investment Advisory LLC12,514$801K0.0%-2.2%0.069%
8/12/2025 Global Retirement Partners LLC21,110$1.35M0.0%N/A0.116%
8/12/2025 JPMorgan Chase & Co.138,096$8.84M0.0%+4.6%0.761%
8/12/2025 Garrett Wealth Advisory Group LLC792,460$50.73M10.7%+1.8%4.366%
8/8/2025 Financial Gravity Companies Inc.277,453$17.76M2.7%N/A1.541%
8/8/2025 Avantax Advisory Services Inc.103,286$6.61M0.0%-0.3%0.574%
8/8/2025 Cetera Investment Advisers445,451$28.51M0.0%+5.3%2.475%
8/7/2025 Verus Capital Partners LLC8,167$523K0.0%+5.2%0.045%
8/6/2025 AE Wealth Management LLC428$27K0.0%+2,957.1%0.002%
8/5/2025 NewSquare Capital LLC69,955$4.48M0.3%+7.1%0.389%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,020$1.79M0.2%-2.2%0.156%
8/4/2025 Integrity Alliance LLC.146,613$9.39M0.5%-73.9%0.815%
8/4/2025 Creative Financial Designs Inc. ADV994$64K0.0%-15.4%0.006%
8/4/2025 Atria Investments Inc9,209$589K0.0%+29.0%0.051%
8/4/2025 Arkadios Wealth Advisors13,678$876K0.0%+2.0%0.076%
8/1/2025 Envestnet Asset Management Inc.12,446$797K0.0%-80.0%0.069%
7/31/2025 Moloney Securities Asset Management LLC74,018$4.74M0.6%+7.4%0.410%
7/29/2025 Systelligence LLC111,186$7.12M1.3%N/A0.618%
7/29/2025 Swmg LLC4,476$295K0.1%N/A0.025%
7/29/2025 Huntleigh Advisors Inc.6,498$416K0.1%-16.7%0.036%
7/29/2025 AssuredPartners Investment Advisors LLC43,358$2.78M0.7%-2.0%0.241%
7/28/2025 WealthPlan Investment Management LLC28,537$1.83M0.1%N/A0.159%
7/28/2025 Capital Management Corp VA3,225$206K0.0%-5.8%0.018%
7/28/2025 Mutual Advisors LLC4,050$267K0.0%N/A0.023%
7/28/2025 Harbour Investments Inc.47,945$3.07M0.1%+13.6%0.266%
7/25/2025 MGO One Seven LLC4,728$303K0.0%-20.3%0.026%
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7/25/2025 Concurrent Investment Advisors LLC37,643$2.41M0.0%-15.9%0.209%
7/23/2025 Secured Retirement Advisors LLC3,759$241K0.1%-24.7%0.021%
7/23/2025 REAP Financial Group LLC2,773$177K0.0%-8.0%0.015%
7/23/2025 Prime Capital Investment Advisors LLC56,000$3.59M0.0%-4.7%0.311%
7/22/2025 IFS Advisors LLC4,873$312K0.2%-3.8%0.027%
7/22/2025 Beacon Financial Advisory LLC20,361$1.30M0.3%-14.3%0.113%
7/22/2025 Marietta Wealth Management LLC98,447$6.30M0.8%+2.2%0.547%
7/21/2025 Patriot Financial Group Insurance Agency LLC17,066$1.09M0.1%-9.7%0.095%
7/18/2025 Parsons Capital Management Inc. RI9,437$604K0.0%-5.0%0.052%
7/16/2025 ORG Partners LLC10,703$686K0.1%-3.2%0.059%
7/14/2025 Park Avenue Securities LLC3,722$238K0.0%N/A0.021%
7/10/2025 Rockland Trust Co.37,404$2.39M0.1%-2.5%0.208%
7/10/2025 Wealth Enhancement Advisory Services LLC24,615$1.60M0.0%+2.4%0.137%
7/10/2025 KMG Fiduciary Partners LLC27,144$1.74M0.1%+5.2%0.151%
7/10/2025 Focus Financial Network Inc.4,788$306K0.0%N/A0.027%
7/8/2025 RMR Wealth Builders3,194$204K0.0%N/A0.018%
7/7/2025 Nova Wealth Management Inc.3,605$231K0.2%-26.8%0.020%
5/29/2025 Nova Wealth Management Inc.4,923$292K0.3%-33.1%0.028%
5/20/2025 Integrity Alliance LLC.562,766$33.36M1.3%+38.2%3.198%
5/19/2025 Jane Street Group LLC18,644$1.11M0.0%+267.0%0.106%
5/19/2025 Advisory Alpha LLC24,395$1.45M0.0%-2.1%0.139%
5/16/2025 Goldman Sachs Group Inc.27,008$1.60M0.0%-18.8%0.153%
5/16/2025 Jones Financial Companies Lllp625$39K0.0%-92.7%0.004%
5/16/2025 Integrated Wealth Concepts LLC20,819$1.23M0.0%+167.0%0.119%
5/15/2025 Royal Bank of Canada26,337$1.56M0.0%+0.7%0.150%
5/15/2025 Betterment LLC51,143$3.03M0.0%+4.5%0.291%
5/14/2025 Northwestern Mutual Wealth Management Co.94,270$5.59M0.0%+730.6%0.537%
5/14/2025 Kestra Advisory Services LLC221,124$13.11M0.1%+8.1%1.260%
5/13/2025 Seek First Inc.10,916$647K0.6%N/A0.062%
5/13/2025 Kovitz Investment Group Partners LLC139,444$8.27M0.0%-0.5%0.795%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,639$1.70M0.1%N/A0.163%
5/12/2025 Maia Wealth LLC21,514$1.22M0.3%+198.0%0.123%
5/12/2025 Founders Financial Alliance LLC2,959$175K0.0%+61.3%0.017%
5/12/2025 Flagship Wealth Advisors LLC79,626$4.72M2.0%N/A0.454%
5/9/2025 Chicago Partners Investment Group LLC26,182$1.54M0.1%+0.7%0.149%
5/9/2025 PNC Financial Services Group Inc.3,872$230K0.0%+228.4%0.022%
5/8/2025 Harbour Investments Inc.42,214$2.50M0.1%+26.4%0.241%
5/8/2025 Arkadios Wealth Advisors13,408$795K0.0%N/A0.076%
5/7/2025 LPL Financial LLC1,131,261$67.06M0.0%+4.6%6.446%
5/6/2025 Cetera Investment Advisers423,163$25.09M0.0%-0.6%2.411%
5/6/2025 Avantax Advisory Services Inc.103,624$6.14M0.0%+13.9%0.590%
5/6/2025 Efficient Advisors LLC3,938$233K0.0%N/A0.022%
5/5/2025 Private Advisor Group LLC1,074,987$63.73M0.4%+3.9%6.125%
5/1/2025 Secured Retirement Advisors LLC4,989$296K0.2%-5.3%0.028%
4/30/2025 Cerity Partners LLC4,645$275K0.0%N/A0.026%
4/30/2025Financial Gravity Asset Management Inc.260,707$15.46M3.4%N/A1.486%
4/30/2025 Allworth Financial LP1,881$108K0.0%+82.6%0.011%
4/30/2025 Moloney Securities Asset Management LLC68,908$4.09M0.6%+2.8%0.393%
4/30/2025 Axxcess Wealth Management LLC3,512$208K0.0%N/A0.020%
4/30/2025 Garrett Wealth Advisory Group LLC778,583$46.15M10.3%+4.6%4.436%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
4/29/2025 Envestnet Asset Management Inc.62,204$3.69M0.0%+172.5%0.354%
4/29/2025 Concurrent Investment Advisors LLC44,774$2.65M0.1%+580.0%0.255%
4/28/2025 Private Trust Co. NA839$50K0.0%N/A0.005%
4/24/2025 Bartlett & CO. Wealth Management LLC939$56K0.0%N/A0.005%
4/24/2025 Beacon Financial Advisory LLC23,748$1.41M0.4%+141.0%0.135%
4/23/2025 Creative Financial Designs Inc. ADV1,175$70K0.0%-34.8%0.007%
4/23/2025 AssuredPartners Investment Advisors LLC44,247$2.62M0.5%-0.5%0.252%
4/23/2025 Team Financial Group LLC426,437$25.28M14.6%-1.6%2.430%
4/22/2025 Marietta Wealth Management LLC96,322$5.71M0.8%+5.5%0.549%
4/21/2025 ORG Partners LLC11,062$657K0.2%+202.6%0.063%
(Data available from 1/1/2016 forward)

EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 149 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($138.31M), Private Wealth Strategies L.L.C. ($72.26M), LPL Financial LLC ($67.06M), Private Advisor Group LLC ($63.73M), Lido Advisors LLC ($55.67M), Garrett Wealth Advisory Group LLC ($50.73M), and Essential Planning LLC. ($45.80M).Learn more on WisdomTree U.S. LargeCap Fund's institutional investors.

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

Of the 116 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: Financial Gravity Asset Management Inc. ($3.19M), Lido Advisors LLC ($1.24M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($372.26K), Financial Gravity Companies Inc. ($277.45K), and Garrett Wealth Advisory Group LLC ($209.72K).

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

Institutional investors have bought a total of 4,924,307 shares in the last 24 months. This purchase volume represents approximately $300.31M in transactions.

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

Of the 51 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: Integrity Alliance LLC. ($416.15K), Envestnet Asset Management Inc. ($76.01K), Bank of America Corp DE ($65.73K), Lido Advisors LLC ($34.21K), Baldwin Wealth Partners LLC MA ($31.67K), Insight Advisors LLC PA ($18.33K), and NewSquare Capital LLC ($18.06K).

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

Institutional investors have sold a total of 793,191 shares in the last 24 months. This volume of shares sold represents approximately $50.06M in transactions.


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This page (NYSEARCA:EPS) was last updated on 8/31/2025 by MarketBeat.com Staff
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