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WisdomTree US LargeCap Fund
EPS

147 hedge funds and large institutions have $736M invested in WisdomTree US LargeCap Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

3% more funds holding

Funds holding: 143 → 147 (+4)

3.4% less ownership

Funds ownership: 74.13% → 70.73% (-3.4%)

5% less capital invested

Capital invested by funds: $778M → $736M (-$42.5M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% 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
18
Increased
50
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
Integrity Alliance
Iowa
+$9.62M
2
FT
Fiduciary Trust
Massachusetts
+$9.54M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.13M
4
FWA
Flagship Wealth Advisors
Massachusetts
+$4.93M
5
Bank of America
Bank of America
North Carolina
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$45.2M
2
Lido Advisors
Lido Advisors
California
-$21.1M
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
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$275K +$287K +4,645 New
FPCP
102
Fort Point Capital Partners
California
$274K +$286K +4,630 New
ONB
103
Old National Bancorp
Indiana
$274K – – –
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$265K – – –
CA
105
CGN Advisors
Kansas
$257K -$135K -2,178 -33%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$252K -$8.42K -136 -3%
SW
107
Simplicity Wealth
New Jersey
$249K +$260K +4,204 New
ASN
108
Advisory Services Network
Georgia
$233K +$15.8K +256 +7%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$230K +$167K +2,693 +228%
MWP
110
Moller Wealth Partners
$221K – – –
Corient Private Wealth
111
Corient Private Wealth
Florida
$219K – – –
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$211K +$6K +97 +3%
UB
113
UMB Bank
Missouri
$208K – – –
AWM
114
Axxcess Wealth Management
California
$208K +$217K +3,512 New
CM
115
Capital Management
Virginia
$203K – – –
RFG
116
REAP Financial Group
Texas
$179K -$72.3K -1,168 -28%
FFA
117
Founders Financial Alliance
North Carolina
$175K +$69.6K +1,124 +61%
NP
118
NorthRock Partners
Minnesota
$153K +$3.28K +53 +2%
AF
119
Allworth Financial
California
$108K +$52.7K +851 +83%
SIC
120
SJS Investment Consulting
Ohio
$102K – – –
CT
121
Coastline Trust
Rhode Island
$81.8K – – –
GWSG
122
GPS Wealth Strategies Group
Colorado
$81.5K – – –
CFD
123
Creative Financial Designs
Indiana
$69.7K -$38.7K -626 -35%
MCM
124
MAI Capital Management
Ohio
$60.6K – – –
Comerica Bank
125
Comerica Bank
Texas
$59.9K – – –
3 4
5
6 7

EPS Hedge Fund Activity: Q1 2025 in Review

147 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2025, worth a combined $736M — down 5.5% from $778M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPS positions and 11 closed out — a net gain of 7 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Integrity Alliance, adding an estimated $9.62M. The largest seller was Essential Planning, cutting an estimated $45.2M.

  • 147 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2025, up from 143 in Q4 2024.
  • Funds reported $736M of WisdomTree US LargeCap Fund stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree US LargeCap Fund positions in Q1 2025 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2025 was Integrity Alliance, an estimated $9.62M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2025 was Essential Planning, an estimated $45.2M sold.

Based on aggregated 13F filings for Q1 2025.