WisdomTree US LargeCap Fund
147 hedge funds and large institutions have $736M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
3% more funds holding
Funds holding: 143 → 147 (+4)
3.4% less ownership
Funds ownership: 74.13% → 70.73% (-3.4%)
5% less capital invested
Capital invested by funds: $778M → $736M (-$42.5M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$9.62M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$9.54M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.13M |
| 4 |
FWA
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
+$4.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$45.2M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$21.1M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.49M |
| 4 |
Two Sigma Investments
New York
|
-$2.07M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.12M |
EPS Hedge Fund Activity: Q1 2025 in Review
147 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2025, worth a combined $736M — down 5.5% from $778M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EPS positions and 11 closed out — a net gain of 7 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Integrity Alliance, adding an estimated $9.62M. The largest seller was Essential Planning, cutting an estimated $45.2M.
- 147 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2025, up from 143 in Q4 2024.
- Funds reported $736M of WisdomTree US LargeCap Fund stock for Q1 2025, down 5.5% quarter-over-quarter.
- 18 funds opened new WisdomTree US LargeCap Fund positions in Q1 2025 and 11 closed out, a net change of +7 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2025 was Integrity Alliance, an estimated $9.62M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2025 was Essential Planning, an estimated $45.2M sold.
Based on aggregated 13F filings for Q1 2025.