EPS icon

WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $774M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
46
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$1.35M 21,110 +21,110 New
BFA
52
Beacon Financial Advisory
Ohio
$1.3M 20,361 -3,387 -14%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.28M 20,146 +6,028 +43%
GAG
54
GM Advisory Group
New York
$1.11M 17,414 -3,463 -17%
HA
55
Herold Advisors
New York
$1.11M 17,360 – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M 17,066 -1,832 -10%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.01M 15,744 -1,495 -9%
EH
58
Equitable Holdings
New York
$917K 14,333 -3,492 -20%
AWA
59
Arkadios Wealth Advisors
Georgia
$876K 13,678 +270 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$801K 12,514 -281 -2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$797K 12,446 -49,758 -80%
Stifel Financial
62
Stifel Financial
Missouri
$774K 12,086 -106 -0.9%
CF
63
Centaurus Financial
California
$740K 11,563 +11,563 New
SF
64
Seek First
California
$701K 10,956 +40 +0.4%
EP
65
Essential Planning
New Hampshire
$699K 10,914 +1 +0%
RG
66
Rathbones Group
United Kingdom
$691K 10,790 – –
OP
67
ORG Partners
Indiana
$686K 10,703 -359 -3%
Ameriprise
68
Ameriprise
Minnesota
$673K 10,508 -60 -0.6%
QP
69
Quartz Partners
New York
$667K 10,425 -33 -0.3%
FCM
70
Family Capital Management
Michigan
$640K 10,000 – –
IFWM
71
Institute for Wealth Management
Colorado
$634K 9,910 – –
PCM
72
Parsons Capital Management
Rhode Island
$604K 9,437 -495 -5%
AI
73
Atria Investments
North Carolina
$589K 9,209 +2,072 +29%
MPW
74
Melone Private Wealth
Michigan
$574K 9,001 +1 +0%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$573K 8,954 +24 +0.3%
1 2
3
4 5