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WisdomTree US LargeCap Fund
EPS
EPS
161 hedge funds and large institutions have $934M invested in WisdomTree US LargeCap Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 59 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
9% more capital invested
Capital invested by funds: $854M → $934M (+$80.5M)
4% more funds holding
Funds holding: 155 → 161 (+6)
0.57% more ownership
Funds ownership: 67.86% → 68.43% (+0.57%)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
18
Increased
53
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$30.3M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.89M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$7.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.97M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$5.83M |
