WisdomTree US LargeCap Fund
EPS
148 hedge funds and large institutions have $784M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 14 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $736M → $784M (+$48.1M)
2% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 47
1% more funds holding
Funds holding: 147 → 148 (+1)
1.35% less ownership
Funds ownership: 70.73% → 69.38% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.8M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$8.36M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$6.64M |
| 4 |
Two Sigma Investments
New York
|
+$3.25M |
| 5 |
Goldman Sachs
New York
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$24.8M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$9.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.64M |
| 4 |
Morgan Stanley
New York
|
-$3.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.97M |
EPS Hedge Fund Activity: Q2 2025 in Review
148 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q2 2025, worth a combined $784M — up 6.5% from $736M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EPS positions and 14 closed out — a net gain of 2 holders — while 48 added to existing stakes and 47 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.8M. The largest seller was Integrity Alliance, cutting an estimated $24.8M.
- 148 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q2 2025, up from 147 in Q1 2025.
- Funds reported $784M of WisdomTree US LargeCap Fund stock for Q2 2025, up 6.5% quarter-over-quarter.
- 16 funds opened new WisdomTree US LargeCap Fund positions in Q2 2025 and 14 closed out, a net change of +2 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q2 2025 was LPL Financial, an estimated $8.8M added.
- The largest WisdomTree US LargeCap Fund seller in Q2 2025 was Integrity Alliance, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2025.