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WisdomTree US LargeCap Fund

158 hedge funds and large institutions have $931M invested in WisdomTree US LargeCap Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
158
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
MOS
126
MGO One Seven
Ohio
$252K
WCFA
127
Walkner Condon Financial Advisors
Wisconsin
$251K
UB
128
UMB Bank
Missouri
$249K
AWM
129
Axxcess Wealth Management
California
$248K
CM
130
Capital Management
Virginia
$224K
RWB
131
RMR Wealth Builders
New Jersey
$224K
AWM
132
Apollon Wealth Management
South Carolina
$211K
PWA
133
Peterson Wealth Advisors
Utah
$206K
NWM
134
Nova Wealth Management
Florida
$195K
RFG
135
REAP Financial Group
Texas
$149K
SIC
136
SJS Investment Consulting
Ohio
$122K
IA
137
IFP Advisors
Florida
$119K
GWSG
138
GPS Wealth Strategies Group
Colorado
$97.4K
CT
139
Coastline Trust
Rhode Island
$87.2K
Comerica Bank
140
Comerica Bank
Texas
$71.6K
CFD
141
Creative Financial Designs
Indiana
$70.4K
BCWM
142
Bartlett & Co Wealth Management
Ohio
$66.5K
AA
143
Ancora Advisors
Ohio
$59.2K
AF
144
Allworth Financial
California
$57.1K
AP
145
Advisors Preferred
Maryland
$53.8K
GWM
146
Geneos Wealth Management
Colorado
$45.4K
MCM
147
MAI Capital Management
Ohio
$34.1K
MB
148
MidFirst Bank
Oklahoma
$19.8K
AAP
149
Arax Advisory Partners
Colorado
$15K
TCM
150
Triumph Capital Management
Colorado
$14.2K