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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
1.97%
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
47
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 Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$1.35M +$1.35M +21,110 New
BFA
52
Beacon Financial Advisory
Ohio
$1.3M -$217K -3,387 -14%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$1.28M +$384K +6,028 +43%
GAG
54
GM Advisory Group
New York
$1.11M -$222K -3,463 -17%
HA
55
Herold Advisors
New York
$1.11M – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$117K -1,832 -10%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$1.01M -$95.7K -1,495 -9%
EH
58
Equitable Holdings
New York
$917K -$224K -3,492 -20%
AWA
59
Arkadios Wealth Advisors
Georgia
$876K +$17.3K +270 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$801K -$18K -281 -2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$797K -$3.19M -49,758 -80%
Stifel Financial
62
Stifel Financial
Missouri
$774K -$6.79K -106 -0.9%
CF
63
Centaurus Financial
California
$740K +$740K +11,563 New
SF
64
Seek First
California
$701K +$2.56K +40 +0.4%
EP
65
Essential Planning
New Hampshire
$699K +$64 +1 +0%
RG
66
Rathbones Group
United Kingdom
$691K – – –
OP
67
ORG Partners
Indiana
$686K -$23K -359 -3%
Ameriprise
68
Ameriprise
Minnesota
$673K -$3.84K -60 -0.6%
QP
69
Quartz Partners
New York
$667K -$2.11K -33 -0.3%
FCM
70
Family Capital Management
Michigan
$640K – – –
IFWM
71
Institute for Wealth Management
Colorado
$634K – – –
PCM
72
Parsons Capital Management
Rhode Island
$604K -$31.7K -495 -5%
AI
73
Atria Investments
North Carolina
$589K +$133K +2,072 +29%
MPW
74
Melone Private Wealth
Michigan
$574K +$64 +1 +0%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$573K +$1.54K +24 +0.3%
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