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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
GWM
151
Geneos Wealth Management
Colorado
$43.6K
AP
152
Advisors Preferred
Maryland
$42.4K
PTC
153
Private Trust Company
Ohio
$39.8K
MCM
154
MAI Capital Management
Ohio
$32.8K
MFP
155
Meramec Financial Planners
Missouri
$28.9K
Bessemer Group
156
Bessemer Group
New Jersey
$25K
MB
157
MidFirst Bank
Oklahoma
$16.8K
AAP
158
Arax Advisory Partners
Colorado
$15.7K
TCM
159
Triumph Capital Management
Colorado
$13.6K
C
160
Covestor
United Kingdom
$13K
VAI
161
Vanguard Advisers Inc
Pennsylvania
$9.48K
SAM
162
Smartleaf Asset Management
Massachusetts
$8.76K
Franklin Resources
163
Franklin Resources
California
$7.15K
SWM
164
Spire Wealth Management
Virginia
$6.81K
BTI
165
Blue Trust Inc
Georgia
$5.52K
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$4.43K
MSG
167
Main Street Group
Virginia
$3.41K
SWM
168
SHP Wealth Management
Massachusetts
$3.06K
DWM
169
Darwin Wealth Management
Florida
$2.38K
AssetMark Inc
170
AssetMark Inc
California
$817
MG
171
Mather Group
Illinois
$613
RFS
172
Retirement Financial Solutions
Tennessee
PSCM
173
Per Stirling Capital Management
Texas
Jane Street
174
Jane Street
New York
HFA
175
Hershey Financial Advisers
Pennsylvania