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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
BlackRock
126
BlackRock
New York
$56.7K -$21.2K -343 -26%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$55.7K +$58.1K +939 New
CCM
128
Coldstream Capital Management
Washington
$54.3K +$56.7K +916 New
PTC
129
Private Trust Company
Ohio
$49.7K +$51.9K +839 New
AA
130
Ancora Advisors
Ohio
$49.5K – – –
GWM
131
Geneos Wealth Management
Colorado
$47.4K -$14.9K -241 -23%
SFGP
132
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.5K – – –
TSMHT
133
Thurston Springer Miller Herd & Titak
Indiana
$28.4K +$29.6K +478 New
PS
134
Principal Securities
Iowa
$17.5K – – –
T
135
Transce3nd
Texas
$15.9K – – –
AP
136
Advisors Preferred
Maryland
$12.5K -$340K -5,493 -96%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$8.43K – – –
SAM
138
Smartleaf Asset Management
Massachusetts
$7.59K +$1.55K +25 +24%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$7.35K -$1.49K -24 -16%
C
140
Covestor
United Kingdom
$6K +$804 +13 +14%
SWM
141
Spire Wealth Management
Virginia
$5.93K – – –
BTI
142
Blue Trust Inc
Georgia
$4.8K – – –
MSG
143
Main Street Group
Virginia
$2.96K +$3.09K +50 New
DWM
144
Darwin Wealth Management
Florida
$2.14K – – –
PA
145
PSI Advisors
Florida
$1.72K – – –
AWM
146
AE Wealth Management
Kansas
$830 – – –
MG
147
Mather Group
Illinois
$534 – – –
TRCT
148
Tower Research Capital (TRC)
New York
– -$2.49M -40,779 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
– -$2.07M -33,800 Closed
DFP
150
Defined Financial Planning
California
– -$1.05M -17,220 Closed
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.