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WisdomTree US LargeCap Fund
EPS

172 hedge funds and large institutions have $908M invested in WisdomTree US LargeCap Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more funds holding

Funds holding: 161 → 172 (+11)

0.74% less ownership

Funds ownership: 68.43% → 67.69% (-0.74%)

3% less capital invested

Capital invested by funds: $934M → $908M (-$26.4M)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
28
Increased
47
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$16M
2
SFO
Stenger Family Office
Illinois
+$13.6M
3
LPL Financial
LPL Financial
California
+$5.66M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.44M
5
TC
Towle & Co
Colorado
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
FWA
Flagship Wealth Advisors
Massachusetts
-$8.5M
2
RFS
Retirement Financial Solutions
Tennessee
-$5.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.74M
4
GWAG
Garrett Wealth Advisory Group
Texas
-$5.18M
5
PSCM
Per Stirling Capital Management
Texas
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
176
Hershey Financial Advisers
Pennsylvania
– -$1.69M -23,882 Closed
SMA
177
Seven Mile Advisory
New Jersey
– -$1.36M -19,241 Closed
RG
178
Rathbones Group
United Kingdom
– -$637K -8,987 Closed
IA
179
IFG Advisory
Georgia
– -$420K -5,927 Closed
MOS
180
MGO One Seven
Ohio
– -$252K -3,561 Closed
CM
181
Capital Management
Virginia
– -$224K -3,160 Closed
RWB
182
RMR Wealth Builders
New Jersey
– -$224K -3,155 Closed
PWA
183
Peterson Wealth Advisors
Utah
– -$206K -2,910 Closed
IA
184
IFP Advisors
Florida
– -$119K -1,674 Closed
BCWM
185
Bartlett & Co Wealth Management
Ohio
– -$66.5K -939 Closed
4 5 6 7
8

EPS Hedge Fund Activity: Q1 2026 in Review

172 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q1 2026, worth a combined $908M — down 2.8% from $934M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EPS positions and 13 closed out — a net gain of 15 holders — while 47 added to existing stakes and 62 trimmed.

The largest buyer was WealthPlan Investment Management, adding an estimated $16M. The largest seller was Flagship Wealth Advisors, cutting an estimated $8.5M.

  • 172 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q1 2026, up from 161 in Q4 2025.
  • Funds reported $908M of WisdomTree US LargeCap Fund stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 28 funds opened new WisdomTree US LargeCap Fund positions in Q1 2026 and 13 closed out, a net change of +15 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q1 2026 was WealthPlan Investment Management, an estimated $16M added.
  • The largest WisdomTree US LargeCap Fund seller in Q1 2026 was Flagship Wealth Advisors, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2026.