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WisdomTree US LargeCap Fund
EPS

Overview Fund Activity

147 hedge funds and large institutions have $777M invested in WisdomTree US LargeCap Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$81.9M
2
WA
2
Win Advisors
Florida
$8.97M
3
SL
3
Systelligence LLC
Minnesota
$7.12M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.05M

Top Sellers

1
IA
1
Integrity Alliance
Iowa
$9.38M
2
FT
2
Fiduciary Trust
Massachusetts
$144M
3
Bank of America
3
Bank of America
North Carolina
$13.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$59.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$144M -$10.4M -162,710 -7%
LPL Financial
2
LPL Financial
California
$81.9M +$9.44M +147,482 +13%
PAG
3
Private Advisor Group
New Jersey
$67.7M -$1.08M -16,811 -2%
Morgan Stanley
4
Morgan Stanley
New York
$59.8M -$3.33M -51,980 -5%
Lido Advisors
5
Lido Advisors
California
$55.7M -$2.19M -34,207 -4%
GWAG
6
Garrett Wealth Advisory Group
Texas
$50.7M +$888K +13,877 +2%
TFG
7
Team Financial Group
California
$28.9M +$1.63M +25,403 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$28.5M +$1.43M +22,288 +5%
FGC
9
Financial Gravity Companies
Texas
$17.8M +$17.8M +277,453 New
IC
10
IEQ Capital
California
$17M – – –
KAS
11
Kestra Advisory Services
Texas
$15.4M +$1.22M +19,064 +9%
Bank of America
12
Bank of America
North Carolina
$13.7M -$3.91M -61,053 -22%
IA
13
Integrity Alliance
Iowa
$9.38M -$26.6M -416,153 -74%
WA
14
Win Advisors
Florida
$8.97M +$8.97M +140,061 New
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$8.92M +$1.98K +31 +0%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$8.84M +$390K +6,089 +5%
SL
17
Systelligence LLC
Minnesota
$7.12M +$7.12M +111,186 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.02M +$991K +15,478 +16%
AAS
19
Avantax Advisory Services
Texas
$6.61M -$21.6K -338 -0.3%
UBS Group
20
UBS Group
Switzerland
$6.45M -$848K -13,254 -12%
MWM
21
Marietta Wealth Management
Georgia
$6.3M +$136K +2,125 +2%
Creative Planning
22
Creative Planning
Kansas
$6.01M +$64 +1 +0%
FWA
23
Flagship Wealth Advisors
Massachusetts
$5.59M +$489K +7,634 +10%
VIM
24
Vista Investment Management
Pennsylvania
$5.31M +$47.4K +740 +0.9%
Wells Fargo
25
Wells Fargo
California
$5.19M -$39.1K -611 -0.7%
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