WisdomTree US LargeCap Fund
72 hedge funds and large institutions have $279M invested in WisdomTree US LargeCap Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
13% more capital invested
Capital invested by funds: $246M → $279M (+$32.4M)
4% more funds holding
Funds holding: 69 → 72 (+3)
2.51% more ownership
Funds ownership: 53.04% → 55.55% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17M |
| 2 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$5.95M |
| 3 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$2.19M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$756K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.41M |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$742K |
| 5 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$516K |
EPS Hedge Fund Activity: Q1 2021 in Review
72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2021, worth a combined $279M — up 13% from $246M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPS positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $4.41M sold.
- 72 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2021, up from 69 in Q4 2020.
- Funds reported $279M of WisdomTree US LargeCap Fund stock for Q1 2021, up 13% quarter-over-quarter.
- 9 funds opened new WisdomTree US LargeCap Fund positions in Q1 2021 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q1 2021 was Envestnet Asset Management, an estimated $17M added.
- The largest WisdomTree US LargeCap Fund seller in Q1 2021 was Integrated Wealth Concepts, an estimated $4.41M sold.
Based on aggregated 13F filings for Q1 2021.