WisdomTree US LargeCap Fund
161 hedge funds and large institutions have $934M invested in WisdomTree US LargeCap Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
9% more capital invested
Capital invested by funds: $854M → $934M (+$80.5M)
4% more funds holding
Funds holding: 155 → 161 (+6)
0.57% more ownership
Funds ownership: 67.86% → 68.43% (+0.57%)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$30.3M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.89M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$7.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.97M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$15.5M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$9.62M |
| 3 |
Two Sigma Investments
New York
|
-$5.14M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.24M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.14M |
EPS Hedge Fund Activity: Q4 2025 in Review
161 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q4 2025, worth a combined $934M — up 9.4% from $854M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EPS positions and 11 closed out — a net gain of 7 holders — while 53 added to existing stakes and 59 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $30.3M. The largest seller was Fiduciary Trust, cutting an estimated $15.5M.
- 161 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q4 2025, up from 155 in Q3 2025.
- Funds reported $934M of WisdomTree US LargeCap Fund stock for Q4 2025, up 9.4% quarter-over-quarter.
- 18 funds opened new WisdomTree US LargeCap Fund positions in Q4 2025 and 11 closed out, a net change of +7 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $30.3M added.
- The largest WisdomTree US LargeCap Fund seller in Q4 2025 was Fiduciary Trust, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2025.