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WisdomTree US LargeCap Fund

171 hedge funds and large institutions have $906M invested in WisdomTree US LargeCap Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $934M → $906M (-$28.5M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
126
Moller Wealth Partners
$254K
NS
127
NBC Securities
Alabama
$246K
MA
128
Mutual Advisors
Nebraska
$243K
WCFA
129
Walkner Condon Financial Advisors
Wisconsin
$241K
UB
130
UMB Bank
Missouri
$240K
AWM
131
Axxcess Wealth Management
California
$238K
MFWP
132
Mosaic Family Wealth Partners
Missouri
$237K
LGG
133
Luts & Greenleigh Group
Maryland
$236K
Corient Private Wealth
134
Corient Private Wealth
Florida
$235K
JIC
135
Johnson Investment Counsel
Ohio
$233K
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$228K
FFA
137
Farther Finance Advisors
California
$225K
SAW
138
Signal Advisors Wealth
Michigan
$221K
SRA
139
Secured Retirement Advisors
Minnesota
$210K
AWM
140
Apollon Wealth Management
South Carolina
$203K
NWM
141
Nova Wealth Management
Florida
$151K
BIAS
142
Beacon Investment Advisory Services
New Jersey
$133K
SIC
143
SJS Investment Consulting
Ohio
$118K
RFG
144
REAP Financial Group
Texas
$112K
CT
145
Coastline Trust
Rhode Island
$83.8K
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$68.9K
CFD
147
Creative Financial Designs
Indiana
$67.7K
KG
148
Kilter Group
New York
$63.5K
AA
149
Ancora Advisors
Ohio
$56.9K
AF
150
Allworth Financial
California
$54.9K