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WisdomTree US LargeCap Fund

172 hedge funds and large institutions have $908M invested in WisdomTree US LargeCap Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more funds holding

Funds holding: 161172 (+11)

0.74% less ownership

Funds ownership: 68.43%67.69% (-0.74%)

3% less capital invested

Capital invested by funds: $934M → $908M (-$26.4M)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
28
Increased
47
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$5.95M +$179K +2,529 +3%
VIM
27
Vista Investment Management
Pennsylvania
$5.77M -$143K -2,026 -2%
TWM
28
TopTier Wealth Management
Wisconsin
$5.46M -$2.41K -34 -0%
NC
29
NewSquare Capital
Pennsylvania
$5.4M +$198K +2,805 +4%
Wells Fargo
30
Wells Fargo
California
$5.28M -$245K -3,467 -4%
HI
31
Harbour Investments
Wisconsin
$5.15M +$1.04M +14,716 +24%
FWA
32
Flagship Wealth Advisors
Massachusetts
$4.92M -$8.5M -120,058 -61%
Citigroup
33
Citigroup
New York
$4.89M +$636K +8,985 +14%
Ameriprise
34
Ameriprise
Minnesota
$4.41M +$344K +4,857 +8%
PCIA
35
Prime Capital Investment Advisors
Kansas
$3.47M -$140K -1,979 -4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$3.34M +$237K +3,348 +7%
Betterment LLC
37
Betterment LLC
New York
$3.16M -$125K -1,765 -4%
LBC
38
Lowe Brockenbrough & Co
Virginia
$3.15M
Raymond James Financial
39
Raymond James Financial
Florida
$3M -$111K -1,572 -3%
AIA
40
AssuredPartners Investment Advisors
Florida
$2.98M -$5.87K -83 -0.2%
WP
41
WealthPLAN Partners
Nebraska
$2.86M +$2.3M +32,451 +342%
Goldman Sachs
42
Goldman Sachs
New York
$2.75M -$1.62M -22,862 -36%
TC
43
Towle & Co
Colorado
$2.64M +$2.75M +38,806 New
BFG
44
Beacon Financial Group
Texas
$2.59M -$41.5K -587 -2%
WF
45
WealthPoint Financial
North Carolina
$2.55M +$192K +2,715 +8%
RT
46
Rockland Trust
Massachusetts
$2.43M -$44K -622 -2%
LWM
47
LongView Wealth Management
Georgia
$2.38M +$1.07M +15,107 +85%
MWM
48
Modera Wealth Management
New Jersey
$2.38M -$11.3K -159 -0.5%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.38M -$1.34M -18,878 -35%
PVI
50
Pine Valley Investments
New Jersey
$1.95M +$46.8K +661 +2%

EPS Hedge Fund Activity: Q1 2026 in Review

172 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2026, worth a combined $908M — down 2.8% from $934M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EPS positions and 13 closed out — a net gain of 15 holders — while 47 added to existing stakes and 62 trimmed.

The largest buyer was WealthPlan Investment Management, adding an estimated $16M. The largest seller was Flagship Wealth Advisors, cutting an estimated $8.5M.

  • 172 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2026, up from 161 in Q4 2025.
  • Funds reported $908M of WisdomTree US LargeCap Fund stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 28 funds opened new WisdomTree US LargeCap Fund positions in Q1 2026 and 13 closed out, a net change of +15 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2026 was WealthPlan Investment Management, an estimated $16M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2026 was Flagship Wealth Advisors, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2026.