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WisdomTree US LargeCap Fund

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: 67 (+1)

7% more funds holding

Funds holding: 161172 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$127M -$2.64M -37,285 -2%
LPL Financial
2
LPL Financial
California
$103M +$5.66M +79,986 +6%
Morgan Stanley
3
Morgan Stanley
New York
$60.6M -$715K -10,107 -1%
Lido Advisors
4
Lido Advisors
California
$54.4M -$2.24M -31,713 -4%
GWAG
5
Garrett Wealth Advisory Group
Texas
$51.1M -$5.18M -73,195 -9%
PAG
6
Private Advisor Group
New Jersey
$47.2M +$2.47M +34,878 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$45M +$3.44M +48,551 +8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$31.7M +$2.25M +31,850 +7%
WIM
9
WealthPlan Investment Management
Nebraska
$31.3M +$16M +225,844 +97%
TFG
10
Team Financial Group
California
$30.7M +$228K +3,229 +0.7%
FGAM
11
Financial Gravity Asset Management
Texas
$19.5M +$742K +10,480 +4%
KAS
12
Kestra Advisory Services
Texas
$19.2M +$2.39M +33,731 +14%
IC
13
IEQ Capital
California
$18.1M
IA
14
Integrity Alliance
Iowa
$17.9M +$720K +10,177 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$494K +6,979 +4%
SFO
16
Stenger Family Office
Illinois
$13.1M +$13.6M +191,968 New
Bank of America
17
Bank of America
North Carolina
$13M -$1.25M -17,613 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.1M +$2.1M +29,607 +21%
SL
19
Systelligence LLC
Minnesota
$9.77M -$5.05M -71,395 -33%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$9.63M +$5.31K +75 +0.1%
WA
21
Win Advisors
Florida
$8.76M -$1.05M -14,856 -10%
EB
22
Eastern Bank
Massachusetts
$7.5M
MWM
23
Marietta Wealth Management
Georgia
$6.78M +$57.6K +814 +0.8%
MW
24
Maia Wealth
Colorado
$6.56M +$1.76M +24,844 +35%
Creative Planning
25
Creative Planning
Kansas
$6.11M -$41.3K -584 -0.6%

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.