WisdomTree US LargeCap Fund
144 hedge funds and large institutions have $782M invested in WisdomTree US LargeCap Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 5 closing their positions.
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
33% more capital invested
Capital invested by funds: $587M → $782M (+$195M)
23% more funds holding
Funds holding: 117 → 144 (+27)
15.95% more ownership
Funds ownership: 58.56% → 74.51% (+16%)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$76.9M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$45.1M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$7.81M |
| 4 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$3.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$1.96M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.75M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.62M |
| 4 |
Morgan Stanley
New York
|
-$1.13M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$1.12M |
EPS Hedge Fund Activity: Q4 2024 in Review
144 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2024, worth a combined $782M — up 33% from $587M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EPS positions and 5 closed out — a net gain of 30 holders — while 36 added to existing stakes and 38 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $76.9M. The largest seller was Baldwin Wealth Partners, cutting an estimated $1.96M.
- 144 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2024, up from 117 in Q3 2024.
- Funds reported $782M of WisdomTree US LargeCap Fund stock for Q4 2024, up 33% quarter-over-quarter.
- 35 funds opened new WisdomTree US LargeCap Fund positions in Q4 2024 and 5 closed out, a net change of +30 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2024 was Lido Advisors, an estimated $76.9M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2024 was Baldwin Wealth Partners, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2024.