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WisdomTree US LargeCap Fund
EPS

148 hedge funds and large institutions have $784M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $736M → $784M (+$48.1M)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

1% more funds holding

Funds holding: 147 → 148 (+1)

1.35% less ownership

Funds ownership: 70.73% → 69.38% (-1.4%)

Holders
148
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
48
Reduced
47
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.8M
2
WA
Win Advisors
Florida
+$8.36M
3
SL
Systelligence LLC
Minnesota
+$6.64M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.25M
5
Goldman Sachs
Goldman Sachs
New York
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
IA
Integrity Alliance
Iowa
-$24.8M
2
FT
Fiduciary Trust
Massachusetts
-$9.71M
3
Bank of America
Bank of America
North Carolina
-$3.64M
4
Morgan Stanley
Morgan Stanley
New York
-$3.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
126
SJS Investment Consulting
Ohio
$110K – – –
CT
127
Coastline Trust
Rhode Island
$88.3K – – –
GWSG
128
GPS Wealth Strategies Group
Colorado
$88K – – –
MCM
129
MAI Capital Management
Ohio
$65.5K – – –
Comerica Bank
130
Comerica Bank
Texas
$64.7K – – –
CFD
131
Creative Financial Designs
Indiana
$63.6K -$10.8K -181 -15%
BlackRock
132
BlackRock
New York
$61.3K – – –
BCWM
133
Bartlett & Co Wealth Management
Ohio
$60.1K – – –
AA
134
Ancora Advisors
Ohio
$53.4K – – –
GWM
135
Geneos Wealth Management
Colorado
$41K -$9.55K -160 -20%
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$30.7K +$119 +2 +0.4%
AWM
137
AE Wealth Management
Kansas
$27.4K +$24.7K +414 +2,957%
PS
138
Principal Securities
Iowa
$18.3K – – –
T
139
Transce3nd
Texas
$17.2K – – –
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$10.2K – – –
SAM
141
Smartleaf Asset Management
Massachusetts
$8.44K +$179 +3 +2%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$7.94K – – –
C
143
Covestor
United Kingdom
$7K +$60 +1 +1%
SWM
144
Spire Wealth Management
Virginia
$6.4K – – –
BTI
145
Blue Trust Inc
Georgia
$5.18K – – –
AAP
146
Arax Advisory Partners
Colorado
$3.9K +$3.64K +61 New
MSG
147
Main Street Group
Virginia
$3.2K – – –
DWM
148
Darwin Wealth Management
Florida
$2.24K – – –
Jane Street
149
Jane Street
New York
– -$1.11M -18,644 Closed
PIA
150
Perennial Investment Advisors
California
– -$834K -14,066 Closed
3 4 5
6
7

EPS Hedge Fund Activity: Q2 2025 in Review

148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2025, worth a combined $784M — up 6.5% from $736M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPS positions and 14 closed out — a net gain of 2 holders — while 48 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.8M. The largest seller was Integrity Alliance, cutting an estimated $24.8M.

  • 148 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2025, up from 147 in Q1 2025.
  • Funds reported $784M of WisdomTree US LargeCap Fund stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 16 funds opened new WisdomTree US LargeCap Fund positions in Q2 2025 and 14 closed out, a net change of +2 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q2 2025 was LPL Financial, an estimated $8.8M added.
  • The largest WisdomTree US LargeCap Fund seller in Q2 2025 was Integrity Alliance, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2025.