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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 %
ONB
101
Old National Bancorp
Indiana
$274K – – –
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$265K – – –
CA
103
CGN Advisors
Kansas
$257K -$129K -2,178 -33%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$252K -$8.06K -136 -3%
SW
105
Simplicity Wealth
New Jersey
$249K +$249K +4,204 New
ASN
106
Advisory Services Network
Georgia
$233K +$15.2K +256 +7%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$230K +$160K +2,693 +228%
MWP
108
Moller Wealth Partners
$221K – – –
Corient Private Wealth
109
Corient Private Wealth
Florida
$219K – – –
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$211K +$5.75K +97 +3%
UB
111
UMB Bank
Missouri
$208K – – –
AWM
112
Axxcess Wealth Management
California
$208K +$208K +3,512 New
CM
113
Capital Management
Virginia
$203K – – –
RFG
114
REAP Financial Group
Texas
$179K -$69.2K -1,168 -28%
FFA
115
Founders Financial Alliance
North Carolina
$175K +$66.6K +1,124 +61%
NP
116
NorthRock Partners
Minnesota
$153K +$3.14K +53 +2%
AF
117
Allworth Financial
California
$108K +$48.9K +851 +83%
SIC
118
SJS Investment Consulting
Ohio
$102K – – –
CT
119
Coastline Trust
Rhode Island
$81.8K – – –
GWSG
120
GPS Wealth Strategies Group
Colorado
$81.5K – – –
CFD
121
Creative Financial Designs
Indiana
$69.7K -$37.1K -626 -35%
MCM
122
MAI Capital Management
Ohio
$60.6K – – –
Comerica Bank
123
Comerica Bank
Texas
$59.9K – – –
BlackRock
124
BlackRock
New York
$56.7K -$20.3K -343 -26%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$55.7K +$55.7K +939 New
3 4
5
6 7