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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

145 hedge funds and large institutions have $731M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
49
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Integrity Alliance
Iowa
+$9.22M
2
FT
Fiduciary Trust
Massachusetts
+$9.14M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.92M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.72M
5
Bank of America
Bank of America
North Carolina
+$4.62M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$43.3M
2
Lido Advisors
Lido Advisors
California
-$20.2M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.07M
5
AI
Atria Investments
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$237K -4,004 -17%
Jane Street
52
Jane Street
New York
$1.11M +$804K +13,564 +267%
EH
53
Equitable Holdings
New York
$1.06M +$1.06M +17,825 New
HA
54
Herold Advisors
New York
$1.03M – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.02M +$174K +2,943 +21%
PIA
56
Perennial Investment Advisors
California
$834K +$93K +1,568 +13%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$831K +$327K +5,559 +65%
AWA
58
Arkadios Wealth Advisors
Georgia
$795K +$795K +13,408 New
Citigroup
59
Citigroup
New York
$766K -$38.5K -649 -5%
SPIA
60
Steward Partners Investment Advisory
New York
$758K -$8.06K -136 -1%
Stifel Financial
61
Stifel Financial
Missouri
$723K -$1.72K -29 -0.2%
OP
62
ORG Partners
Indiana
$657K +$440K +7,406 +203%
SF
63
Seek First
California
$647K +$647K +10,916 New
EP
64
Essential Planning
New Hampshire
$647K -$43.3M -730,498 -99%
RG
65
Rathbones Group
United Kingdom
$640K – – –
Ameriprise
66
Ameriprise
Minnesota
$626K +$71.6K +1,208 +13%
QP
67
Quartz Partners
New York
$620K -$157K -2,654 -20%
FCM
68
Family Capital Management
Michigan
$593K – – –
PCM
69
Parsons Capital Management
Rhode Island
$589K -$11.1K -188 -2%
IFWM
70
Institute for Wealth Management
Colorado
$587K – – –
Mariner
71
Mariner
Kansas
$552K +$552K +9,318 New
MPW
72
Melone Private Wealth
Michigan
$534K -$10K -169 -2%
JCIA
73
Jackson Creek Investment Advisors
Colorado
$529K +$6.22K +105 +1%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$523K – – –
CWM
75
Cornerstone Wealth Management
Missouri
$503K +$652 +11 +0.1%
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