We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

148 hedge funds and large institutions have $784M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $736M → $784M (+$48.1M)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

1% more funds holding

Funds holding: 147 → 148 (+1)

1.35% less ownership

Funds ownership: 70.73% → 69.38% (-1.4%)

Holders
148
Holders Change
+1
Holders Change %
+0.68%
% 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
48
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.8M
2
WA
Win Advisors
Florida
+$8.36M
3
SL
Systelligence LLC
Minnesota
+$6.64M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.25M
5
Goldman Sachs
Goldman Sachs
New York
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
IA
Integrity Alliance
Iowa
-$24.8M
2
FT
Fiduciary Trust
Massachusetts
-$9.71M
3
Bank of America
Bank of America
North Carolina
-$3.64M
4
Morgan Stanley
Morgan Stanley
New York
-$3.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$35K +587 +2%
AA
52
Advisory Alpha
Michigan
$1.55M -$7.82K -131 -0.5%
Citigroup
53
Citigroup
New York
$1.46M +$589K +9,877 +76%
GRP
54
Global Retirement Partners
California
$1.35M +$1.26M +21,110 New
BFA
55
Beacon Financial Advisory
Ohio
$1.3M -$202K -3,387 -14%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$1.28M +$360K +6,028 +43%
GAG
57
GM Advisory Group
New York
$1.11M -$207K -3,463 -17%
HA
58
Herold Advisors
New York
$1.11M – – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$109K -1,832 -10%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.01M -$89.2K -1,495 -9%
EH
61
Equitable Holdings
New York
$917K -$208K -3,492 -20%
AWA
62
Arkadios Wealth Advisors
Georgia
$876K +$16.1K +270 +2%
SPIA
63
Steward Partners Investment Advisory
New York
$801K -$16.8K -281 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$797K -$2.97M -49,758 -80%
Stifel Financial
65
Stifel Financial
Missouri
$774K -$6.33K -106 -0.9%
CF
66
Centaurus Financial
California
$740K +$690K +11,563 New
SF
67
Seek First
California
$701K +$2.39K +40 +0.4%
EP
68
Essential Planning
New Hampshire
$699K +$60 +1 +0%
RG
69
Rathbones Group
United Kingdom
$691K – – –
OP
70
ORG Partners
Indiana
$686K -$21.4K -359 -3%
Ameriprise
71
Ameriprise
Minnesota
$673K -$3.58K -60 -0.6%
QP
72
Quartz Partners
New York
$667K -$1.97K -33 -0.3%
FCM
73
Family Capital Management
Michigan
$640K – – –
IFWM
74
Institute for Wealth Management
Colorado
$634K – – –
PCM
75
Parsons Capital Management
Rhode Island
$604K -$29.5K -495 -5%
1 2
3
4 5

EPS Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2025, worth a combined $784M — up 6.5% from $736M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPS positions and 14 closed out — a net gain of 2 holders — while 48 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.8M. The largest seller was Integrity Alliance, cutting an estimated $24.8M.

  • 148 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $784M of WisdomTree US LargeCap Fund stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree US LargeCap Fund positions in Q2 2025 and 14 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2025 was LPL Financial, an estimated $8.8M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2025 was Integrity Alliance, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2025.