WisdomTree US LargeCap Fund
155 hedge funds and large institutions have $854M invested in WisdomTree US LargeCap Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
9% more capital invested
Capital invested by funds: $784M → $854M (+$69.9M)
5% more funds holding
Funds holding: 148 → 155 (+7)
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
1.52% less ownership
Funds ownership: 69.38% → 67.86% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$9.02M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.07M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.14M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$6.66M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$29.1M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$8.95M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$2.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.92M |
| 5 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$1.79M |
EPS Hedge Fund Activity: Q3 2025 in Review
155 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2025, worth a combined $854M — up 8.9% from $784M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EPS positions and 12 closed out — a net gain of 9 holders — while 51 added to existing stakes and 49 trimmed.
The largest buyer was Systelligence LLC, adding an estimated $9.02M. The largest seller was Private Advisor Group, cutting an estimated $29.1M.
- 155 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2025, up from 148 in Q2 2025.
- Funds reported $854M of WisdomTree US LargeCap Fund stock for Q3 2025, up 8.9% quarter-over-quarter.
- 21 funds opened new WisdomTree US LargeCap Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2025 was Systelligence LLC, an estimated $9.02M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2025 was Private Advisor Group, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2025.