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.
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: 6 → 7 (+1)
7% more funds holding
Funds holding: 161 → 172 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$16M |
| 2 |
SFO
Stenger Family Office
Naperville,
Illinois
|
+$13.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.66M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.44M |
| 5 |
TC
Towle & Co
Denver,
Colorado
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWA
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
-$8.5M |
| 2 |
RFS
Retirement Financial Solutions
Knoxville,
Tennessee
|
-$5.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.74M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
-$5.18M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$5.08M |
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.